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 | $57,390 | $159,901-64.1% | $146,958-60.9% | $145,922-60.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.06% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,829 | $5,286-46.5% | $4,933-42.6% | $4,660-39.3% |
| Participant deferral / active EE | $2,977 | $8,428-64.7% | $8,070-63.1% | $6,688-55.5% |
| Admin fee / account holder | $4,463 | $15,044-70.3% | $12,998-65.7% | $13,397-66.7% |