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 | $67,166 | $202,432-66.8% | $169,368-60.3% | $139,434-51.8% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 28.45% | 531.74%-503.3pp | 405.60%-377.2pp | 372.94%-344.5pp |
| Employer contribution / active EE | $4,705 | $4,692+0.3% | $4,013+17.3% | $4,751-1.0% |
| Participant deferral / active EE | $11,780 | $6,938+69.8% | $6,221+89.3% | $6,710+75.5% |
| Admin fee / account holder | $31,932 | $10,708+198.2% | $9,003+254.7% | $11,403+180.0% |