See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,880 | $202,432-45.2% | $169,368-34.5% | $139,434-20.5% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 12.45% | 531.74%-519.3pp | 405.60%-393.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,878 | $4,692-17.4% | $4,013-3.4% | $4,751-18.4% |
| Participant deferral / active EE | $10,750 | $6,938+54.9% | $6,221+72.8% | $6,710+60.2% |
| Admin fee / account holder | $37,363 | $10,708+248.9% | $9,003+315.0% | $11,403+227.7% |