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 | $70,938 | $210,648-66.3% | $177,989-60.1% | $145,922-51.4% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 26.37% | 385.86%-359.5pp | 294.48%-268.1pp | 561.29%-534.9pp |
| Employer contribution / active EE | $2,994 | $4,565-34.4% | $3,949-24.2% | $4,660-35.8% |
| Participant deferral / active EE | $5,231 | $6,958-24.8% | $6,276-16.6% | $6,688-21.8% |
| Admin fee / account holder | $3,296 | $12,013-72.6% | $10,363-68.2% | $13,397-75.4% |