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 | $70,291 | $157,256-55.3% | $141,162-50.2% | $152,861-54.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 19.65% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $7,079 | $5,261+34.6% | $4,735+49.5% | $4,762+48.6% |
| Participant deferral / active EE | $4,168 | $7,109-41.4% | $6,709-37.9% | $5,850-28.7% |
| Admin fee / account holder | $887 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |