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 | $70,080 | $209,411-66.5% | $178,490-60.7% | $158,922-55.9% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 17.76% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,584 | $5,706-72.2% | $5,011-68.4% | $4,761-66.7% |
| Participant deferral / active EE | $4,643 | $5,954-22.0% | $5,202-10.7% | $5,982-22.4% |
| Admin fee / account holder | $340 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |