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 | $69,115 | $176,056-60.7% | $159,436-56.7% | $167,490-58.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 54.11% | 331.75%-277.6pp | 263.57%-209.5pp | 478.56%-424.4pp |
| Employer contribution / active EE | $1,773 | $5,297-66.5% | $4,829-63.3% | $4,837-63.3% |
| Participant deferral / active EE | $10,889 | $7,750+40.5% | $7,352+48.1% | $6,341+71.7% |
| Admin fee / account holder | $1,776 | $12,554-85.9% | $10,799-83.6% | $12,309-85.6% |