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 | $129,215 | $226,064-42.8% | $182,532-29.2% | $152,861-15.5% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 18.26% | 192.51%-174.2pp | 148.54%-130.3pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,645 | $4,978-26.8% | $4,076-10.6% | $4,762-23.5% |
| Participant deferral / active EE | $11,000 | $6,368+72.7% | $5,524+99.1% | $5,850+88.0% |
| Admin fee / account holder | $5,309 | $10,703-50.4% | $8,592-38.2% | $11,596-54.2% |