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 | $79,575 | $232,540-65.8% | $185,117-57.0% | $147,584-46.1% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 82.8%-12.8pp |
| Annual return | 26.51% | 43.03%-16.5pp | 40.50%-14.0pp | 578.55%-552.0pp |
| Employer contribution / active EE | $2,162 | $5,195-58.4% | $4,182-48.3% | $4,876-55.7% |
| Participant deferral / active EE | $7,158 | $5,834+22.7% | $5,045+41.9% | $5,439+31.6% |
| Admin fee / account holder | $301 | $10,275-97.1% | $8,159-96.3% | $10,885-97.2% |