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 | $66,777 | $159,901-58.2% | $146,958-54.6% | $145,922-54.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.88% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,334 | $5,286-55.8% | $4,933-52.7% | $4,660-49.9% |
| Participant deferral / active EE | $4,285 | $8,428-49.2% | $8,070-46.9% | $6,688-35.9% |
| Admin fee / account holder | $559 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |