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 | $78,257 | $198,466-60.6% | $170,442-54.1% | $147,584-47.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 44.38% | 257.29%-212.9pp | 205.93%-161.5pp | 578.55%-534.2pp |
| Employer contribution / active EE | $2,004 | $6,184-67.6% | $5,433-63.1% | $4,876-58.9% |
| Participant deferral / active EE | $5,719 | $5,629+1.6% | $4,939+15.8% | $5,439+5.1% |
| Admin fee / account holder | $1,421 | $16,852-91.6% | $13,880-89.8% | $10,885-86.9% |