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 | $67,212 | $183,519-63.4% | $155,509-56.8% | $145,922-53.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.91% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,500 | $5,313-52.9% | $4,672-46.5% | $4,660-46.3% |
| Participant deferral / active EE | $6,921 | $6,462+7.1% | $5,626+23.0% | $6,688+3.5% |
| Admin fee / account holder | $2,501 | $19,313-87.0% | $15,912-84.3% | $13,397-81.3% |