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 | $69,963 | $177,572-60.6% | $154,803-54.8% | $142,382-50.9% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 23.86% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,463 | $4,810-69.6% | $4,305-66.0% | $4,299-66.0% |
| Participant deferral / active EE | $8,806 | $6,272+40.4% | $5,540+58.9% | $6,507+35.3% |
| Admin fee / account holder | $526 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |