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 | $69,712 | $209,411-66.7% | $178,490-60.9% | $158,922-56.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.32% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,178 | $5,706-61.8% | $5,011-56.5% | $4,761-54.3% |
| Participant deferral / active EE | $4,155 | $5,954-30.2% | $5,202-20.1% | $5,982-30.5% |
| Admin fee / account holder | $399 | $17,074-97.7% | $13,984-97.1% | $11,246-96.5% |