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 | $71,262 | $183,963-61.3% | $162,163-56.1% | $152,861-53.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 20.46% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,826 | $6,371-24.3% | $5,614-14.0% | $4,762+1.3% |
| Participant deferral / active EE | $13,821 | $8,034+72.0% | $7,298+89.4% | $5,850+136.3% |
| Admin fee / account holder | $8,632 | $13,121-34.2% | $10,843-20.4% | $11,596-25.6% |