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 | $61,422 | $144,119-57.4% | $117,854-47.9% | $147,584-58.4% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 26.76% | 531.15%-504.4pp | 335.08%-308.3pp | 578.55%-551.8pp |
| Employer contribution / active EE | $4,663 | $4,896-4.8% | $3,786+23.1% | $4,876-4.4% |
| Participant deferral / active EE | $6,817 | $5,316+28.2% | $4,482+52.1% | $5,439+25.3% |
| Admin fee / account holder | $2,641 | $10,886-75.7% | $8,020-67.1% | $10,885-75.7% |