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 | $120,951 | $183,963-34.3% | $162,163-25.4% | $152,861-20.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 20.48% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,190 | $6,371-65.6% | $5,614-61.0% | $4,762-54.0% |
| Participant deferral / active EE | $3,792 | $8,034-52.8% | $7,298-48.0% | $5,850-35.2% |
| Admin fee / account holder | $1,002 | $13,121-92.4% | $10,843-90.8% | $11,596-91.4% |