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 | $54,524 | $105,998-48.6% | $92,233-40.9% | $147,584-63.1% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 17.03% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,194 | $4,333-49.4% | $3,679-40.4% | $4,876-55.0% |
| Participant deferral / active EE | $5,341 | $4,478+19.3% | $3,897+37.1% | $5,439-1.8% |
| Admin fee / account holder | $416 | $6,332-93.4% | $5,194-92.0% | $10,885-96.2% |