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 | $72,630 | $159,901-54.6% | $146,958-50.6% | $145,922-50.2% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 9.91% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,159 | $5,286-40.2% | $4,933-36.0% | $4,660-32.2% |
| Participant deferral / active EE | $7,130 | $8,428-15.4% | $8,070-11.6% | $6,688+6.6% |
| Admin fee / account holder | $53,024 | $15,044+252.5% | $12,998+307.9% | $13,397+295.8% |