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 | $57,064 | $157,256-63.7% | $141,162-59.6% | $152,861-62.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.17% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,864 | $5,261-64.6% | $4,735-60.6% | $4,762-60.9% |
| Participant deferral / active EE | $11,205 | $7,109+57.6% | $6,709+67.0% | $5,850+91.5% |
| Admin fee / account holder | $2,711 | $12,120-77.6% | $10,261-73.6% | $11,596-76.6% |