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 | $64,166 | $165,335-61.2% | $149,696-57.1% | $158,922-59.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.58% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $8,087 | $5,103+58.5% | $4,644+74.1% | $4,761+69.8% |
| Participant deferral / active EE | $5,984 | $7,181-16.7% | $6,842-12.5% | $5,9820% |
| Admin fee / account holder | $20,665 | $10,807+91.2% | $9,309+122.0% | $11,246+83.8% |