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 | $81,925 | $198,466-58.7% | $170,442-51.9% | $147,584-44.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.03% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,909 | $6,184-69.1% | $5,433-64.9% | $4,876-60.9% |
| Participant deferral / active EE | $3,337 | $5,629-40.7% | $4,939-32.4% | $5,439-38.6% |
| Admin fee / account holder | $900 | $16,852-94.7% | $13,880-93.5% | $10,885-91.7% |