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 | $55,578 | $209,336-73.5% | $197,124-71.8% | $137,256-59.5% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 26.53% | 48.09%-21.6pp | 44.34%-17.8pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,550 | $6,591-61.3% | $6,227-59.1% | $4,156-38.6% |
| Participant deferral / active EE | $3,666 | $9,614-61.9% | $9,135-59.9% | $6,407-42.8% |
| Admin fee / account holder | $4,657 | $17,308-73.1% | $16,298-71.4% | $12,270-62.0% |