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 | $72,064 | $226,064-68.1% | $182,532-60.5% | $152,861-52.9% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.4%-0.1pp |
| Annual return | 20.92% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,678 | $4,978-66.3% | $4,076-58.8% | $4,762-64.8% |
| Participant deferral / active EE | $3,432 | $6,368-46.1% | $5,524-37.9% | $5,850-41.3% |
| Admin fee / account holder | $907 | $10,703-91.5% | $8,592-89.4% | $11,596-92.2% |