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 | $71,506 | $144,119-50.4% | $117,854-39.3% | $147,584-51.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 15.65% | 531.15%-515.5pp | 335.08%-319.4pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,864 | $4,896-41.5% | $3,786-24.4% | $4,876-41.3% |
| Participant deferral / active EE | $7,730 | $5,316+45.4% | $4,482+72.5% | $5,439+42.1% |
| Admin fee / account holder | $17,714 | $10,886+62.7% | $8,020+120.9% | $10,885+62.7% |