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 | $32,934 | $159,901-79.4% | $146,958-77.6% | $145,922-77.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.60% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,776 | $5,286-47.5% | $4,933-43.7% | $4,660-40.4% |
| Participant deferral / active EE | $8,750 | $8,428+3.8% | $8,070+8.4% | $6,688+30.8% |
| Admin fee / account holder | $36,374 | $15,044+141.8% | $12,998+179.8% | $13,397+171.5% |