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 | $49,079 | $180,449-72.8% | $154,107-68.2% | $135,375-63.7% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | 1.83% | 888.09%-886.3pp | 735.12%-733.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $2,080 | $6,035-65.5% | $5,298-60.7% | $4,779-56.5% |
| Participant deferral / active EE | $5,981 | $5,806+3.0% | $5,081+17.7% | $5,609+6.6% |
| Admin fee / account holder | $7,825 | $16,143-51.5% | $13,411-41.6% | $10,827-27.7% |