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 | $57,568 | $183,963-68.7% | $162,163-64.5% | $152,861-62.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 14.47% | 150.76%-136.3pp | 115.59%-101.1pp | 345.32%-330.8pp |
| Employer contribution / active EE | $4,787 | $6,371-24.9% | $5,614-14.7% | $4,762+0.5% |
| Participant deferral / active EE | $9,676 | $8,034+20.4% | $7,298+32.6% | $5,850+65.4% |
| Admin fee / account holder | $3,533 | $13,121-73.1% | $10,843-67.4% | $11,596-69.5% |