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 | $60,451 | $158,398-61.8% | $126,539-52.2% | $142,382-57.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 10.94% | 593.76%-582.8pp | 425.95%-415.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,498 | $4,650-46.3% | $3,674-32.0% | $4,299-41.9% |
| Participant deferral / active EE | $5,034 | $4,767+5.6% | $4,083+23.3% | $6,507-22.6% |
| Admin fee / account holder | $18,601 | $6,918+168.9% | $6,065+206.7% | $12,624+47.4% |