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 | $56,447 | $183,963-69.3% | $162,163-65.2% | $152,861-63.1% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.6%-5.2pp | 82.4%-0.1pp |
| Annual return | 23.06% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,575 | $6,371-12.5% | $5,614-0.7% | $4,762+17.1% |
| Participant deferral / active EE | $4,523 | $8,034-43.7% | $7,298-38.0% | $5,850-22.7% |
| Admin fee / account holder | $3,141 | $13,121-76.1% | $10,843-71.0% | $11,596-72.9% |