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 | $48,998 | $183,519-73.3% | $155,509-68.5% | $145,922-66.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.29% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,570 | $5,313-70.4% | $4,672-66.4% | $4,660-66.3% |
| Participant deferral / active EE | $2,810 | $6,462-56.5% | $5,626-50.0% | $6,688-58.0% |
| Admin fee / account holder | $3,934 | $19,313-79.6% | $15,912-75.3% | $13,397-70.6% |