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 | $50,399 | $210,648-76.1% | $177,989-71.7% | $145,922-65.5% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 8.00% | 385.86%-377.9pp | 294.48%-286.5pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,919 | $4,565-36.1% | $3,949-26.1% | $4,660-37.4% |
| Participant deferral / active EE | $9,352 | $6,958+34.4% | $6,276+49.0% | $6,688+39.8% |
| Admin fee / account holder | $9,665 | $12,013-19.5% | $10,363-6.7% | $13,397-27.9% |