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 | $43,463 | $108,919-60.1% | $100,391-56.7% | $145,922-70.2% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 10.97% | 57.88%-46.9pp | 49.20%-38.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,711 | $4,419-38.7% | $3,942-31.2% | $4,660-41.8% |
| Participant deferral / active EE | $14,177 | $8,445+67.9% | $8,082+75.4% | $6,688+112.0% |
| Admin fee / account holder | $10,575 | $9,689+9.1% | $7,899+33.9% | $13,397-21.1% |