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 | $89,990 | $183,963-51.1% | $162,163-44.5% | $152,861-41.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 17.91% | 150.76%-132.9pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,330 | $6,371-63.4% | $5,614-58.5% | $4,762-51.1% |
| Participant deferral / active EE | $6,511 | $8,034-19.0% | $7,298-10.8% | $5,850+11.3% |
| Admin fee / account holder | $1,524 | $13,121-88.4% | $10,843-85.9% | $11,596-86.9% |