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 | $83,455 | $226,064-63.1% | $182,532-54.3% | $152,861-45.4% |
| Participation rate | 92.3% | 82.5%+9.9pp | 78.0%+14.3pp | 82.4%+9.9pp |
| Annual return | 8.29% | 192.51%-184.2pp | 148.54%-140.3pp | 345.32%-337.0pp |
| Employer contribution / active EE | $2,656 | $4,978-46.7% | $4,076-34.8% | $4,762-44.2% |
| Participant deferral / active EE | $2,822 | $6,368-55.7% | $5,524-48.9% | $5,850-51.8% |
| Admin fee / account holder | $2,500 | $10,703-76.6% | $8,592-70.9% | $11,596-78.4% |