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 | $71,789 | $209,411-65.7% | $178,490-59.8% | $158,922-54.8% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 18.60% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $4,792 | $5,706-16.0% | $5,011-4.4% | $4,761+0.6% |
| Participant deferral / active EE | $4,181 | $5,954-29.8% | $5,202-19.6% | $5,982-30.1% |
| Admin fee / account holder | $821 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |