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 | $72,133 | $177,572-59.4% | $154,803-53.4% | $142,382-49.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 16.38% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,841 | $4,810+63.0% | $4,305+82.1% | $4,299+82.4% |
| Participant deferral / active EE | $21,998 | $6,272+250.7% | $5,540+297.0% | $6,507+238.0% |
| Admin fee / account holder | $2,355 | $16,786-86.0% | $14,329-83.6% | $12,624-81.3% |