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 | $67,230 | $105,181-36.1% | $159,436-57.8% | $85,850-21.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 49.80% | 45.07%+4.7pp | 263.57%-213.8pp | 318.53%-268.7pp |
| Employer contribution / active EE | $994 | $3,318-70.0% | $4,829-79.4% | $2,565-61.2% |
| Participant deferral / active EE | $5,001 | $5,945-15.9% | $7,352-32.0% | $3,952+26.5% |
| Admin fee / account holder | $1,407 | $6,933-79.7% | $10,799-87.0% | $6,260-77.5% |