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 | $83,547 | $183,592-54.5% | $155,567-46.3% | $145,959-42.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 10.09% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,943 | $5,315-63.4% | $4,674-58.4% | $4,661-58.3% |
| Participant deferral / active EE | $3,214 | $6,464-50.3% | $5,628-42.9% | $6,689-52.0% |
| Admin fee / account holder | $1,342 | $19,318-93.1% | $15,916-91.6% | $13,398-90.0% |