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 | $77,942 | $183,963-57.6% | $162,163-51.9% | $152,861-49.0% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 17.97% | 150.76%-132.8pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,517 | $6,371-60.5% | $5,614-55.2% | $4,762-47.2% |
| Participant deferral / active EE | $2,880 | $8,034-64.1% | $7,298-60.5% | $5,850-50.8% |
| Admin fee / account holder | $4,814 | $13,121-63.3% | $10,843-55.6% | $11,596-58.5% |