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 | $88,359 | $159,901-44.7% | $146,958-39.9% | $145,922-39.4% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 10.27% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $9,692 | $5,286+83.3% | $4,933+96.5% | $4,660+108.0% |
| Participant deferral / active EE | $3,674 | $8,428-56.4% | $8,070-54.5% | $6,688-45.1% |
| Admin fee / account holder | $4,118 | $15,044-72.6% | $12,998-68.3% | $13,397-69.3% |