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 | $74,621 | $127,065-41.3% | $113,168-34.1% | $142,382-47.6% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 21.40% | 24.03%-2.6pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,960 | $3,442+15.0% | $2,975+33.1% | $4,299-7.9% |
| Participant deferral / active EE | $3,432 | $5,716-40.0% | $5,107-32.8% | $6,507-47.3% |
| Admin fee / account holder | $497 | $15,736-96.8% | $12,068-95.9% | $12,624-96.1% |