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 | $78,791 | $226,064-65.1% | $182,532-56.8% | $152,861-48.5% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 23.74% | 192.51%-168.8pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $982 | $4,978-80.3% | $4,076-75.9% | $4,762-79.4% |
| Participant deferral / active EE | $6,251 | $6,368-1.8% | $5,524+13.2% | $5,850+6.9% |
| Admin fee / account holder | $12,087 | $10,703+12.9% | $8,592+40.7% | $11,596+4.2% |