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 | $113,694 | $144,119-21.1% | $117,854-3.5% | $147,584-23.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 19.56% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,060 | $4,896-57.9% | $3,786-45.6% | $4,876-57.7% |
| Participant deferral / active EE | $5,933 | $5,316+11.6% | $4,482+32.4% | $5,439+9.1% |
| Admin fee / account holder | $7,243 | $10,886-33.5% | $8,020-9.7% | $10,885-33.5% |