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 | $84,104 | $183,519-54.2% | $155,509-45.9% | $145,922-42.4% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 12.43% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,768 | $5,313-66.7% | $4,672-62.2% | $4,660-62.1% |
| Participant deferral / active EE | $4,769 | $6,462-26.2% | $5,626-15.2% | $6,688-28.7% |
| Admin fee / account holder | $491 | $19,313-97.5% | $15,912-96.9% | $13,397-96.3% |