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 | $65,909 | $159,901-58.8% | $146,958-55.2% | $145,922-54.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.03% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,136 | $5,286-40.7% | $4,933-36.4% | $4,660-32.7% |
| Participant deferral / active EE | $5,396 | $8,428-36.0% | $8,070-33.1% | $6,688-19.3% |
| Admin fee / account holder | $28,598 | $15,044+90.1% | $12,998+120.0% | $13,397+113.5% |