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 | $101,871 | $226,064-54.9% | $182,532-44.2% | $152,861-33.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 22.80% | 192.51%-169.7pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,267 | $4,978-34.4% | $4,076-19.9% | $4,762-31.4% |
| Participant deferral / active EE | $5,513 | $6,368-13.4% | $5,524-0.2% | $5,850-5.8% |
| Admin fee / account holder | $1,291 | $10,703-87.9% | $8,592-85.0% | $11,596-88.9% |