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 | $79,662 | $157,256-49.3% | $141,162-43.6% | $152,861-47.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 19.30% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $10,638 | $5,261+102.2% | $4,735+124.7% | $4,762+123.4% |
| Participant deferral / active EE | $6,580 | $7,109-7.5% | $6,709-1.9% | $5,850+12.5% |
| Admin fee / account holder | $43,250 | $12,120+256.8% | $10,261+321.5% | $11,596+273.0% |