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 | $51,084 | $118,680-57.0% | $98,907-48.4% | $158,922-67.9% |
| Participation rate | 92.9% | 77.8%+15.0pp | 76.0%+16.8pp | 82.0%+10.9pp |
| Annual return | 12.91% | 372.35%-359.4pp | 196.43%-183.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,165 | $3,333-5.0% | $2,689+17.7% | $4,761-33.5% |
| Participant deferral / active EE | $4,705 | $5,088-7.5% | $4,244+10.9% | $5,982-21.3% |
| Admin fee / account holder | $1,071 | $10,131-89.4% | $6,642-83.9% | $11,246-90.5% |