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 | $33,347 | $159,901-79.1% | $146,958-77.3% | $145,922-77.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 17.69% | 98.13%-80.4pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,877 | $5,286-45.6% | $4,933-41.7% | $4,660-38.2% |
| Participant deferral / active EE | $6,237 | $8,428-26.0% | $8,070-22.7% | $6,688-6.7% |
| Admin fee / account holder | $1,163 | $15,044-92.3% | $12,998-91.1% | $13,397-91.3% |