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 | $47,230 | $126,574-62.7% | $106,213-55.5% | $145,922-67.6% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 10.56% | 224.79%-214.2pp | 116.14%-105.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,069 | $3,730-71.3% | $3,171-66.3% | $4,660-77.1% |
| Participant deferral / active EE | $1,615 | $5,724-71.8% | $5,016-67.8% | $6,688-75.8% |
| Admin fee / account holder | $8,381 | $17,304-51.6% | $11,033-24.0% | $13,397-37.4% |