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 | $121,573 | $209,411-41.9% | $178,490-31.9% | $158,922-23.5% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 14.26% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,800 | $5,706-68.5% | $5,011-64.1% | $4,761-62.2% |
| Participant deferral / active EE | $6,587 | $5,954+10.6% | $5,202+26.6% | $5,982+10.1% |
| Admin fee / account holder | $1,500 | $17,074-91.2% | $13,984-89.3% | $11,246-86.7% |