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 | $49,566 | $159,901-69.0% | $146,958-66.3% | $145,922-66.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.62% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,837 | $5,286-46.3% | $4,933-42.5% | $4,660-39.1% |
| Participant deferral / active EE | $7,527 | $8,428-10.7% | $8,070-6.7% | $6,688+12.6% |
| Admin fee / account holder | $1,995 | $15,044-86.7% | $12,998-84.6% | $13,397-85.1% |