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 | $51,284 | $183,963-72.1% | $162,163-68.4% | $152,861-66.5% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 15.88% | 150.76%-134.9pp | 115.59%-99.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,503 | $6,371-76.4% | $5,614-73.2% | $4,762-68.4% |
| Participant deferral / active EE | $2,979 | $8,034-62.9% | $7,298-59.2% | $5,850-49.1% |
| Admin fee / account holder | $6,076 | $13,121-53.7% | $10,843-44.0% | $11,596-47.6% |