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 | $54,380 | $183,592-70.4% | $155,567-65.0% | $145,959-62.7% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.49% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,538 | $5,315-52.2% | $4,674-45.7% | $4,661-45.5% |
| Participant deferral / active EE | $1,944 | $6,464-69.9% | $5,628-65.5% | $6,689-70.9% |
| Admin fee / account holder | $2,665 | $19,318-86.2% | $15,916-83.3% | $13,398-80.1% |