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 | $123,249 | $144,119-14.5% | $117,854+4.6% | $147,584-16.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 15.99% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,653 | $4,896-66.2% | $3,786-56.3% | $4,876-66.1% |
| Participant deferral / active EE | $2,296 | $5,316-56.8% | $4,482-48.8% | $5,439-57.8% |
| Admin fee / account holder | $1,277 | $10,886-88.3% | $8,020-84.1% | $10,885-88.3% |