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 | $64,015 | $198,466-67.7% | $170,442-62.4% | $147,584-56.6% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 19.71% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,962 | $6,184-52.1% | $5,433-45.5% | $4,876-39.3% |
| Participant deferral / active EE | $5,487 | $5,629-2.5% | $4,939+11.1% | $5,439+0.9% |
| Admin fee / account holder | $1,520 | $16,852-91.0% | $13,880-89.0% | $10,885-86.0% |