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 | $72,122 | $58,627+23.0% | $76,735-6.0% | $82,448-12.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 69.5%+21.4pp | 68.1%+22.8pp |
| Annual return | 202.07% | 39.10%+163.0pp | 29.77%+172.3pp | 41.64%+160.4pp |
| Employer contribution / active EE | $3,205 | $1,729+85.4% | $2,454+30.6% | $2,551+25.7% |
| Participant deferral / active EE | $5,274 | $3,134+68.3% | $4,088+29.0% | $4,139+27.4% |
| Admin fee / account holder | $1,877 | $5,323-64.7% | $7,189-73.9% | $7,234-74.1% |