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 | $52,826 | $209,832-74.8% | $189,513-72.1% | $167,490-68.5% |
| Participation rate | 73.9% | 88.7%-14.8pp | 87.8%-13.9pp | 82.1%-8.2pp |
| Annual return | 10.38% | 748.27%-737.9pp | 555.15%-544.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,108 | $6,914-69.5% | $6,162-65.8% | $4,837-56.4% |
| Participant deferral / active EE | $7,641 | $8,935-14.5% | $8,221-7.1% | $6,341+20.5% |
| Admin fee / account holder | $982 | $14,293-93.1% | $12,045-91.8% | $12,309-92.0% |