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 | $63,400 | $165,984-61.8% | $164,813-61.5% | $145,922-56.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 10.89% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,560 | $5,273-51.5% | $4,341-41.0% | $4,660-45.1% |
| Participant deferral / active EE | $3,211 | $6,959-53.9% | $6,031-46.8% | $6,688-52.0% |
| Admin fee / account holder | $1,136 | $16,648-93.2% | $12,690-91.0% | $13,397-91.5% |