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 | $30,080 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.08% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,718 | $5,261-67.3% | $4,735-63.7% | $4,762-63.9% |
| Participant deferral / active EE | $6,033 | $7,109-15.1% | $6,709-10.1% | $5,850+3.1% |
| Admin fee / account holder | $321 | $12,120-97.4% | $10,261-96.9% | $11,596-97.2% |