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 | $115,888 | $160,055-27.6% | $140,016-17.2% | $135,375-14.4% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 230.34% | 911.38%-681.0pp | 651.12%-420.8pp | 519.73%-289.4pp |
| Employer contribution / active EE | $3,664 | $6,420-42.9% | $5,606-34.6% | $4,779-23.3% |
| Participant deferral / active EE | $10,218 | $7,642+33.7% | $6,927+47.5% | $5,609+82.2% |
| Admin fee / account holder | $11,015 | $13,328-17.4% | $10,705+2.9% | $10,827+1.7% |