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 | $103,989 | $183,519-43.3% | $155,509-33.1% | $145,922-28.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.04% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $7,500 | $5,313+41.2% | $4,672+60.5% | $4,660+61.0% |
| Participant deferral / active EE | $2,362 | $6,462-63.5% | $5,626-58.0% | $6,688-64.7% |
| Admin fee / account holder | $12,992 | $19,313-32.7% | $15,912-18.4% | $13,397-3.0% |