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 | $52,213 | $159,901-67.3% | $146,958-64.5% | $145,922-64.2% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 12.91% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,699 | $5,286-48.9% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $3,609 | $8,428-57.2% | $8,070-55.3% | $6,688-46.0% |
| Admin fee / account holder | $4,303 | $15,044-71.4% | $12,998-66.9% | $13,397-67.9% |