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 | $68,597 | $159,901-57.1% | $146,958-53.3% | $145,922-53.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.41% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,967 | $5,286-24.9% | $4,933-19.6% | $4,660-14.9% |
| Participant deferral / active EE | $5,577 | $8,428-33.8% | $8,070-30.9% | $6,688-16.6% |
| Admin fee / account holder | $1,459 | $15,044-90.3% | $12,998-88.8% | $13,397-89.1% |