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 | $59,844 | $157,256-61.9% | $141,162-57.6% | $152,861-60.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 33.07% | 64.32%-31.3pp | 71.39%-38.3pp | 345.32%-312.3pp |
| Employer contribution / active EE | $3,972 | $5,261-24.5% | $4,735-16.1% | $4,762-16.6% |
| Participant deferral / active EE | $10,615 | $7,109+49.3% | $6,709+58.2% | $5,850+81.5% |
| Admin fee / account holder | $485 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |