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 | $57,209 | $183,963-68.9% | $162,163-64.7% | $152,861-62.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 20.44% | 150.76%-130.3pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,620 | $6,371-74.6% | $5,614-71.1% | $4,762-66.0% |
| Participant deferral / active EE | $4,058 | $8,034-49.5% | $7,298-44.4% | $5,850-30.6% |
| Admin fee / account holder | $860 | $13,121-93.4% | $10,843-92.1% | $11,596-92.6% |