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 | $71,238 | $202,432-64.8% | $169,368-57.9% | $139,434-48.9% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 10.47% | 531.74%-521.3pp | 405.60%-395.1pp | 372.94%-362.5pp |
| Employer contribution / active EE | $4,301 | $4,692-8.3% | $4,013+7.2% | $4,751-9.5% |
| Participant deferral / active EE | $8,822 | $6,938+27.2% | $6,221+41.8% | $6,710+31.5% |
| Admin fee / account holder | $7,853 | $10,708-26.7% | $9,003-12.8% | $11,403-31.1% |