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 | $53,622 | $159,901-66.5% | $146,958-63.5% | $145,922-63.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 25.63% | 98.13%-72.5pp | 418.34%-392.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $1,762 | $5,286-66.7% | $4,933-64.3% | $4,660-62.2% |
| Participant deferral / active EE | $3,358 | $8,428-60.2% | $8,070-58.4% | $6,688-49.8% |
| Admin fee / account holder | $6,377 | $15,044-57.6% | $12,998-50.9% | $13,397-52.4% |