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 | $96,849 | $209,411-53.8% | $178,490-45.7% | $158,922-39.1% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 19.22% | 188.75%-169.5pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,234 | $5,706-60.9% | $5,011-55.4% | $4,761-53.1% |
| Participant deferral / active EE | $6,167 | $5,954+3.6% | $5,202+18.6% | $5,982+3.1% |
| Admin fee / account holder | $8,968 | $17,074-47.5% | $13,984-35.9% | $11,246-20.3% |