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 | $74,033 | $209,411-64.6% | $178,490-58.5% | $158,922-53.4% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 12.23% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,880 | $5,706-32.0% | $5,011-22.6% | $4,761-18.5% |
| Participant deferral / active EE | $2,741 | $5,954-54.0% | $5,202-47.3% | $5,982-54.2% |
| Admin fee / account holder | $793 | $17,074-95.4% | $13,984-94.3% | $11,246-92.9% |