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 | $57,678 | $109,982-47.6% | $97,226-40.7% | $145,922-60.5% |
| Participation rate | 81.0% | 75.9%+5.0pp | 72.7%+8.3pp | 80.3%+0.7pp |
| Annual return | 9.85% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,619 | $3,084+17.4% | $2,729+32.6% | $4,660-22.3% |
| Participant deferral / active EE | $2,894 | $4,676-38.1% | $4,264-32.1% | $6,688-56.7% |
| Admin fee / account holder | $6,955 | $6,221+11.8% | $5,654+23.0% | $13,397-48.1% |