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 | $51,610 | $183,519-71.9% | $155,509-66.8% | $145,922-64.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.14% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,088 | $5,313-60.7% | $4,672-55.3% | $4,660-55.2% |
| Participant deferral / active EE | $5,384 | $6,462-16.7% | $5,626-4.3% | $6,688-19.5% |
| Admin fee / account holder | $649 | $19,313-96.6% | $15,912-95.9% | $13,397-95.2% |