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 | $90,053 | $88,751+1.5% | $81,812+10.1% | $145,922-38.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.62% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,275 | $3,083-26.2% | $2,912-21.9% | $4,660-51.2% |
| Participant deferral / active EE | $3,014 | $4,643-35.1% | $4,319-30.2% | $6,688-54.9% |
| Admin fee / account holder | $5,125 | $8,415-39.1% | $7,386-30.6% | $13,397-61.7% |