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 | $108,481 | $209,411-48.2% | $178,490-39.2% | $158,922-31.7% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 20.52% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,768 | $5,706-34.0% | $5,011-24.8% | $4,761-20.9% |
| Participant deferral / active EE | $8,822 | $5,954+48.2% | $5,202+69.6% | $5,982+47.5% |
| Admin fee / account holder | $696 | $17,074-95.9% | $13,984-95.0% | $11,246-93.8% |