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 | $52,208 | $183,519-71.6% | $155,509-66.4% | $145,922-64.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.81% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,096 | $5,313-60.5% | $4,672-55.1% | $4,660-55.0% |
| Participant deferral / active EE | $6,148 | $6,462-4.9% | $5,626+9.3% | $6,688-8.1% |
| Admin fee / account holder | $1,348 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |