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 | $54,186 | $159,901-66.1% | $146,958-63.1% | $145,922-62.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 9.90% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $4,818 | $5,286-8.9% | $4,933-2.3% | $4,660+3.4% |
| Participant deferral / active EE | $6,117 | $8,428-27.4% | $8,070-24.2% | $6,688-8.5% |
| Admin fee / account holder | $9,551 | $15,044-36.5% | $12,998-26.5% | $13,397-28.7% |