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 | $83,635 | $157,256-46.8% | $141,162-40.8% | $152,861-45.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 24.67% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $11,903 | $5,261+126.2% | $4,735+151.4% | $4,762+149.9% |
| Participant deferral / active EE | $4,118 | $7,109-42.1% | $6,709-38.6% | $5,850-29.6% |
| Admin fee / account holder | $469 | $12,120-96.1% | $10,261-95.4% | $11,596-96.0% |