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 | $72,363 | $198,466-63.5% | $170,442-57.5% | $147,584-51.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.46% | 257.29%-242.8pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,474 | $6,184-60.0% | $5,433-54.5% | $4,876-49.3% |
| Participant deferral / active EE | $6,093 | $5,629+8.2% | $4,939+23.4% | $5,439+12.0% |
| Admin fee / account holder | $6,328 | $16,852-62.5% | $13,880-54.4% | $10,885-41.9% |