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 | $88,546 | $159,901-44.6% | $146,958-39.7% | $145,922-39.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 17.00% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,703 | $5,286-67.8% | $4,933-65.5% | $4,660-63.5% |
| Participant deferral / active EE | $5,546 | $8,428-34.2% | $8,070-31.3% | $6,688-17.1% |
| Admin fee / account holder | $914 | $15,044-93.9% | $12,998-93.0% | $13,397-93.2% |