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 | $66,104 | $209,411-68.4% | $178,490-63.0% | $158,922-58.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 20.19% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,942 | $5,706-48.4% | $5,011-41.3% | $4,761-38.2% |
| Participant deferral / active EE | $6,822 | $5,954+14.6% | $5,202+31.1% | $5,982+14.0% |
| Admin fee / account holder | $5,922 | $17,074-65.3% | $13,984-57.7% | $11,246-47.3% |