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 | $65,024 | $165,984-60.8% | $164,813-60.5% | $145,922-55.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 20.27% | 100.03%-79.8pp | 69.93%-49.7pp | 561.29%-541.0pp |
| Employer contribution / active EE | $4,343 | $5,273-17.6% | $4,341+0.1% | $4,660-6.8% |
| Participant deferral / active EE | $6,101 | $6,959-12.3% | $6,031+1.1% | $6,688-8.8% |
| Admin fee / account holder | $5,110 | $16,648-69.3% | $12,690-59.7% | $13,397-61.9% |