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 | $61,536 | $209,411-70.6% | $178,490-65.5% | $158,922-61.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.80% | 188.75%-165.9pp | 151.07%-128.3pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,051 | $5,706-64.1% | $5,011-59.1% | $4,761-56.9% |
| Participant deferral / active EE | $8,850 | $5,954+48.6% | $5,202+70.1% | $5,982+47.9% |
| Admin fee / account holder | $2,533 | $17,074-85.2% | $13,984-81.9% | $11,246-77.5% |