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 | $118,319 | $209,832-43.6% | $189,513-37.6% | $167,490-29.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 10.62% | 748.27%-737.6pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,031 | $6,914-70.6% | $6,162-67.0% | $4,837-58.0% |
| Participant deferral / active EE | $4,872 | $8,935-45.5% | $8,221-40.7% | $6,341-23.2% |
| Admin fee / account holder | $1,991 | $14,293-86.1% | $12,045-83.5% | $12,309-83.8% |