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 | $81,249 | $198,466-59.1% | $170,442-52.3% | $147,584-44.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 23.06% | 257.29%-234.2pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $6,539 | $6,184+5.7% | $5,433+20.4% | $4,876+34.1% |
| Participant deferral / active EE | $12,569 | $5,629+123.3% | $4,939+154.5% | $5,439+131.1% |
| Admin fee / account holder | $1,157 | $16,852-93.1% | $13,880-91.7% | $10,885-89.4% |