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 | $68,914 | $209,411-67.1% | $178,490-61.4% | $158,922-56.6% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 24.42% | 188.75%-164.3pp | 151.07%-126.7pp | 302.83%-278.4pp |
| Employer contribution / active EE | $9,089 | $5,706+59.3% | $5,011+81.4% | $4,761+90.9% |
| Participant deferral / active EE | $5,778 | $5,954-3.0% | $5,202+11.1% | $5,982-3.4% |
| Admin fee / account holder | $1,072 | $17,074-93.7% | $13,984-92.3% | $11,246-90.5% |