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 | $50,547 | $157,256-67.9% | $141,162-64.2% | $152,861-66.9% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.4%-1.5pp |
| Annual return | 36.41% | 64.32%-27.9pp | 71.39%-35.0pp | 345.32%-308.9pp |
| Employer contribution / active EE | $7,744 | $5,261+47.2% | $4,735+63.5% | $4,762+62.6% |
| Participant deferral / active EE | $7,940 | $7,109+11.7% | $6,709+18.3% | $5,850+35.7% |
| Admin fee / account holder | $1,150 | $12,120-90.5% | $10,261-88.8% | $11,596-90.1% |