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 | $86,973 | $176,056-50.6% | $159,436-45.4% | $167,490-48.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.32% | 331.75%-321.4pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $6,241 | $5,297+17.8% | $4,829+29.2% | $4,837+29.0% |
| Participant deferral / active EE | $12,482 | $7,750+61.1% | $7,352+69.8% | $6,341+96.8% |
| Admin fee / account holder | $151,698 | $12,554+1108.4% | $10,799+1304.8% | $12,309+1132.4% |