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 | $59,536 | $138,065-56.9% | $123,544-51.8% | $135,375-56.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 0.98% | 153.68%-152.7pp | 119.20%-118.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $3,936 | $5,151-23.6% | $4,628-14.9% | $4,779-17.6% |
| Participant deferral / active EE | $11,261 | $6,799+65.6% | $6,426+75.3% | $5,609+100.8% |
| Admin fee / account holder | $42,553 | $10,916+289.8% | $9,284+358.4% | $10,827+293.0% |