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 | $76,860 | $183,963-58.2% | $162,163-52.6% | $152,861-49.7% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 17.05% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,097 | $6,371-67.1% | $5,614-62.7% | $4,762-56.0% |
| Participant deferral / active EE | $5,845 | $8,034-27.2% | $7,298-19.9% | $5,850-0.1% |
| Admin fee / account holder | $566 | $13,121-95.7% | $10,843-94.8% | $11,596-95.1% |