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 | $58,234 | $159,901-63.6% | $146,958-60.4% | $145,922-60.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 24.49% | 98.13%-73.6pp | 418.34%-393.9pp | 561.29%-536.8pp |
| Employer contribution / active EE | $3,022 | $5,286-42.8% | $4,933-38.7% | $4,660-35.1% |
| Participant deferral / active EE | $12,665 | $8,428+50.3% | $8,070+56.9% | $6,688+89.4% |
| Admin fee / account holder | $1,194 | $15,044-92.1% | $12,998-90.8% | $13,397-91.1% |