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 | $133,451 | $217,402-38.6% | $185,823-28.2% | $167,490-20.3% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 11.16% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,602 | $5,873-21.7% | $5,167-10.9% | $4,837-4.9% |
| Participant deferral / active EE | $6,137 | $6,356-3.4% | $5,568+10.2% | $6,341-3.2% |
| Admin fee / account holder | $414 | $19,811-97.9% | $16,237-97.4% | $12,309-96.6% |