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 | $88,268 | $226,064-61.0% | $182,532-51.6% | $152,861-42.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 20.02% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,348 | $4,978-72.9% | $4,076-66.9% | $4,762-71.7% |
| Participant deferral / active EE | $4,892 | $6,368-23.2% | $5,524-11.4% | $5,850-16.4% |
| Admin fee / account holder | $591 | $10,703-94.5% | $8,592-93.1% | $11,596-94.9% |