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 | $109,408 | $176,056-37.9% | $159,436-31.4% | $167,490-34.7% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 15.20% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,039 | $5,297-42.6% | $4,829-37.1% | $4,837-37.2% |
| Participant deferral / active EE | $5,745 | $7,750-25.9% | $7,352-21.9% | $6,341-9.4% |
| Admin fee / account holder | $3,599 | $12,554-71.3% | $10,799-66.7% | $12,309-70.8% |