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 | $53,469 | $217,402-75.4% | $185,823-71.2% | $167,490-68.1% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 12.86% | 148.36%-135.5pp | 122.05%-109.2pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,460 | $5,873-58.1% | $5,167-52.4% | $4,837-49.2% |
| Participant deferral / active EE | $5,636 | $6,356-11.3% | $5,568+1.2% | $6,341-11.1% |
| Admin fee / account holder | $648 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |