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 | $103,568 | $183,963-43.7% | $162,163-36.1% | $152,861-32.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 17.13% | 150.76%-133.6pp | 115.59%-98.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,330 | $6,371-63.4% | $5,614-58.5% | $4,762-51.1% |
| Participant deferral / active EE | $3,647 | $8,034-54.6% | $7,298-50.0% | $5,850-37.7% |
| Admin fee / account holder | $1,429 | $13,121-89.1% | $10,843-86.8% | $11,596-87.7% |