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 | $60,376 | $176,056-65.7% | $159,436-62.1% | $167,490-64.0% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 14.25% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,640 | $5,297-31.3% | $4,829-24.6% | $4,837-24.8% |
| Participant deferral / active EE | $5,784 | $7,750-25.4% | $7,352-21.3% | $6,341-8.8% |
| Admin fee / account holder | $5,671 | $12,554-54.8% | $10,799-47.5% | $12,309-53.9% |