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 | $59,134 | $159,901-63.0% | $146,958-59.8% | $145,922-59.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.63% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,483 | $5,286-53.0% | $4,933-49.7% | $4,660-46.7% |
| Participant deferral / active EE | $7,550 | $8,428-10.4% | $8,070-6.4% | $6,688+12.9% |
| Admin fee / account holder | $593 | $15,044-96.1% | $12,998-95.4% | $13,397-95.6% |