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 | $64,243 | $158,398-59.4% | $126,539-49.2% | $142,382-54.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 14.94% | 593.76%-578.8pp | 425.95%-411.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,095 | $4,650-54.9% | $3,674-43.0% | $4,299-51.3% |
| Participant deferral / active EE | $4,364 | $4,767-8.4% | $4,083+6.9% | $6,507-32.9% |
| Admin fee / account holder | $387 | $6,918-94.4% | $6,065-93.6% | $12,624-96.9% |