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 | $64,295 | $198,466-67.6% | $170,442-62.3% | $147,584-56.4% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 21.24% | 257.29%-236.1pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $5,957 | $6,184-3.7% | $5,433+9.6% | $4,876+22.2% |
| Participant deferral / active EE | $4,695 | $5,629-16.6% | $4,939-5.0% | $5,439-13.7% |
| Admin fee / account holder | $701 | $16,852-95.8% | $13,880-94.9% | $10,885-93.6% |