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 | $67,030 | $138,065-51.5% | $123,544-45.7% | $135,375-50.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 35.53% | 153.68%-118.2pp | 119.20%-83.7pp | 519.73%-484.2pp |
| Employer contribution / active EE | $3,950 | $5,151-23.3% | $4,628-14.6% | $4,779-17.3% |
| Participant deferral / active EE | $5,773 | $6,799-15.1% | $6,426-10.2% | $5,609+2.9% |
| Admin fee / account holder | $1,268 | $10,916-88.4% | $9,284-86.3% | $10,827-88.3% |