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 | $78,729 | $226,064-65.2% | $182,532-56.9% | $152,861-48.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 22.65% | 192.51%-169.9pp | 148.54%-125.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,875 | $4,978-62.3% | $4,076-54.0% | $4,762-60.6% |
| Participant deferral / active EE | $2,151 | $6,368-66.2% | $5,524-61.1% | $5,850-63.2% |
| Admin fee / account holder | $18,104 | $10,703+69.2% | $8,592+110.7% | $11,596+56.1% |