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 | $50,156 | $159,901-68.6% | $146,958-65.9% | $145,922-65.6% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 23.30% | 98.13%-74.8pp | 418.34%-395.0pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,178 | $5,286-77.7% | $4,933-76.1% | $4,660-74.7% |
| Participant deferral / active EE | $7,717 | $8,428-8.4% | $8,070-4.4% | $6,688+15.4% |
| Admin fee / account holder | $1,522 | $15,044-89.9% | $12,998-88.3% | $13,397-88.6% |