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 | $77,606 | $144,119-46.2% | $117,854-34.2% | $147,584-47.4% |
| Participation rate | 79.2% | 83.4%-4.3pp | 79.7%-0.5pp | 82.8%-3.7pp |
| Annual return | 23.60% | 531.15%-507.5pp | 335.08%-311.5pp | 578.55%-554.9pp |
| Employer contribution / active EE | $3,256 | $4,896-33.5% | $3,786-14.0% | $4,876-33.2% |
| Participant deferral / active EE | $6,255 | $5,316+17.7% | $4,482+39.6% | $5,439+15.0% |
| Admin fee / account holder | $720 | $10,886-93.4% | $8,020-91.0% | $10,885-93.4% |