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 | $70,478 | $150,440-53.2% | $136,294-48.3% | $147,584-52.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 25.91% | 1049.08%-1023.2pp | 5155.94%-5130.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,738 | $5,256-28.9% | $4,695-20.4% | $4,876-23.4% |
| Participant deferral / active EE | $5,489 | $6,630-17.2% | $6,247-12.1% | $5,439+0.9% |
| Admin fee / account holder | $13,444 | $10,905+23.3% | $9,243+45.4% | $10,885+23.5% |