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 | $66,180 | $157,256-57.9% | $141,162-53.1% | $152,861-56.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 21.42% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,061 | $5,261-60.8% | $4,735-56.5% | $4,762-56.7% |
| Participant deferral / active EE | $8,704 | $7,109+22.4% | $6,709+29.7% | $5,850+48.8% |
| Admin fee / account holder | $11,866 | $12,120-2.1% | $10,261+15.6% | $11,596+2.3% |