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 | $104,661 | $158,398-33.9% | $126,539-17.3% | $142,382-26.5% |
| Participation rate | 76.5% | 75.8%+0.7pp | 69.8%+6.7pp | 80.1%-3.6pp |
| Annual return | 14.65% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,505 | $4,650-24.6% | $3,674-4.6% | $4,299-18.5% |
| Participant deferral / active EE | $5,313 | $4,767+11.5% | $4,083+30.1% | $6,507-18.3% |
| Admin fee / account holder | $4,523 | $6,918-34.6% | $6,065-25.4% | $12,624-64.2% |