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 | $104,540 | $183,963-43.2% | $162,163-35.5% | $152,861-31.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 25.19% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,474 | $6,371-61.2% | $5,614-55.9% | $4,762-48.1% |
| Participant deferral / active EE | $4,192 | $8,034-47.8% | $7,298-42.6% | $5,850-28.3% |
| Admin fee / account holder | $341 | $13,121-97.4% | $10,843-96.9% | $11,596-97.1% |