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 | $52,378 | $183,519-71.5% | $155,509-66.3% | $145,922-64.1% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.69% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,862 | $5,313-27.3% | $4,672-17.3% | $4,660-17.1% |
| Participant deferral / active EE | $2,797 | $6,462-56.7% | $5,626-50.3% | $6,688-58.2% |
| Admin fee / account holder | $11,443 | $19,313-40.8% | $15,912-28.1% | $13,397-14.6% |