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 | $50,289 | $138,065-63.6% | $123,544-59.3% | $135,375-62.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 2.63% | 153.68%-151.1pp | 119.20%-116.6pp | 519.73%-517.1pp |
| Employer contribution / active EE | $4,376 | $5,151-15.1% | $4,628-5.4% | $4,779-8.4% |
| Participant deferral / active EE | $7,683 | $6,799+13.0% | $6,426+19.6% | $5,609+37.0% |
| Admin fee / account holder | $3,010 | $10,916-72.4% | $9,284-67.6% | $10,827-72.2% |