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 | $99,612 | $157,256-36.7% | $141,162-29.4% | $152,861-34.8% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 25.65% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,274 | $5,261-37.8% | $4,735-30.9% | $4,762-31.2% |
| Participant deferral / active EE | $6,912 | $7,109-2.8% | $6,709+3.0% | $5,850+18.1% |
| Admin fee / account holder | $1,497 | $12,120-87.6% | $10,261-85.4% | $11,596-87.1% |