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 | $96,410 | $183,963-47.6% | $162,163-40.5% | $152,861-36.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 17.49% | 150.76%-133.3pp | 115.59%-98.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,495 | $6,371-60.8% | $5,614-55.5% | $4,762-47.6% |
| Participant deferral / active EE | $5,358 | $8,034-33.3% | $7,298-26.6% | $5,850-8.4% |
| Admin fee / account holder | $12,318 | $13,121-6.1% | $10,843+13.6% | $11,596+6.2% |