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 | $84,250 | $157,256-46.4% | $141,162-40.3% | $152,861-44.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 44.02% | 64.32%-20.3pp | 71.39%-27.4pp | 345.32%-301.3pp |
| Employer contribution / active EE | $10,386 | $5,261+97.4% | $4,735+119.3% | $4,762+118.1% |
| Participant deferral / active EE | $12,742 | $7,109+79.2% | $6,709+89.9% | $5,850+117.8% |
| Admin fee / account holder | $11,694 | $12,120-3.5% | $10,261+14.0% | $11,596+0.8% |