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 | $71,355 | $198,466-64.0% | $170,442-58.1% | $147,584-51.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.39% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,834 | $6,184-54.2% | $5,433-47.8% | $4,876-41.9% |
| Participant deferral / active EE | $6,492 | $5,629+15.3% | $4,939+31.4% | $5,439+19.4% |
| Admin fee / account holder | $1,135 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |