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 | $82,105 | $180,449-54.5% | $154,107-46.7% | $135,375-39.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 28.22% | 888.09%-859.9pp | 735.12%-706.9pp | 519.73%-491.5pp |
| Employer contribution / active EE | $2,046 | $6,035-66.1% | $5,298-61.4% | $4,779-57.2% |
| Participant deferral / active EE | $3,388 | $5,806-41.7% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $673 | $16,143-95.8% | $13,411-95.0% | $10,827-93.8% |