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 | $60,132 | $112,096-46.4% | $95,952-37.3% | $158,922-62.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 14.41% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $11,977 | $3,198+274.5% | $2,541+371.3% | $4,761+151.5% |
| Participant deferral / active EE | $7,877 | $4,784+64.6% | $4,167+89.0% | $5,982+31.7% |
| Admin fee / account holder | $4,599 | $10,130-54.6% | $6,795-32.3% | $11,246-59.1% |