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 | $51,069 | $183,963-72.2% | $162,163-68.5% | $152,861-66.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 19.10% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,006 | $6,371-68.5% | $5,614-64.3% | $4,762-57.9% |
| Participant deferral / active EE | $3,235 | $8,034-59.7% | $7,298-55.7% | $5,850-44.7% |
| Admin fee / account holder | $3,188 | $13,121-75.7% | $10,843-70.6% | $11,596-72.5% |