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 | $109,298 | $176,056-37.9% | $159,436-31.4% | $167,490-34.7% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 19.70% | 331.75%-312.0pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,240 | $5,297-57.7% | $4,829-53.6% | $4,837-53.7% |
| Participant deferral / active EE | $5,760 | $7,750-25.7% | $7,352-21.6% | $6,341-9.2% |
| Admin fee / account holder | $1,370 | $12,554-89.1% | $10,799-87.3% | $12,309-88.9% |