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 | $50,585 | $157,256-67.8% | $141,162-64.2% | $152,861-66.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 25.78% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $5,107 | $5,261-2.9% | $4,735+7.9% | $4,762+7.2% |
| Participant deferral / active EE | $10,695 | $7,109+50.4% | $6,709+59.4% | $5,850+82.8% |
| Admin fee / account holder | $70,152 | $12,120+478.8% | $10,261+583.7% | $11,596+504.9% |