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 | $112,658 | $217,402-48.2% | $185,823-39.4% | $167,490-32.7% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 25.04% | 148.36%-123.3pp | 122.05%-97.0pp | 478.56%-453.5pp |
| Employer contribution / active EE | $7,505 | $5,873+27.8% | $5,167+45.2% | $4,837+55.1% |
| Participant deferral / active EE | $3,131 | $6,356-50.7% | $5,568-43.8% | $6,341-50.6% |
| Admin fee / account holder | $687 | $19,811-96.5% | $16,237-95.8% | $12,309-94.4% |