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 | $77,540 | $175,202-55.7% | $149,673-48.2% | $139,434-44.4% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 27.24% | 166.71%-139.5pp | 134.42%-107.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,358 | $5,474-56.9% | $4,818-51.1% | $4,751-50.4% |
| Participant deferral / active EE | $2,358 | $6,519-63.8% | $5,680-58.5% | $6,710-64.9% |
| Admin fee / account holder | $773 | $16,150-95.2% | $13,210-94.1% | $11,403-93.2% |