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 | $70,280 | $183,963-61.8% | $162,163-56.7% | $152,861-54.0% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 20.06% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,877 | $6,371-39.1% | $5,614-30.9% | $4,762-18.6% |
| Participant deferral / active EE | $3,891 | $8,034-51.6% | $7,298-46.7% | $5,850-33.5% |
| Admin fee / account holder | $1,977 | $13,121-84.9% | $10,843-81.8% | $11,596-83.0% |