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 | $99,694 | $183,963-45.8% | $162,163-38.5% | $152,861-34.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 21.77% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,776 | $6,371-72.1% | $5,614-68.4% | $4,762-62.7% |
| Participant deferral / active EE | $4,959 | $8,034-38.3% | $7,298-32.1% | $5,850-15.2% |
| Admin fee / account holder | $696 | $13,121-94.7% | $10,843-93.6% | $11,596-94.0% |