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 | $55,895 | $183,963-69.6% | $162,163-65.5% | $152,861-63.4% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 22.72% | 150.76%-128.0pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,351 | $6,371-63.1% | $5,614-58.1% | $4,762-50.6% |
| Participant deferral / active EE | $5,076 | $8,034-36.8% | $7,298-30.4% | $5,850-13.2% |
| Admin fee / account holder | $441 | $13,121-96.6% | $10,843-95.9% | $11,596-96.2% |