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 | $48,616 | $159,901-69.6% | $146,958-66.9% | $145,922-66.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.18% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $13,257 | $5,286+150.8% | $4,933+168.7% | $4,660+184.5% |
| Participant deferral / active EE | $23,439 | $8,428+178.1% | $8,070+190.4% | $6,688+250.5% |
| Admin fee / account holder | $38,095 | $15,044+153.2% | $12,998+193.1% | $13,397+184.4% |