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 | $34,794 | $157,256-77.9% | $141,162-75.4% | $152,861-77.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.38% | 64.32%-37.9pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $996 | $5,261-81.1% | $4,735-79.0% | $4,762-79.1% |
| Participant deferral / active EE | $6,043 | $7,109-15.0% | $6,709-9.9% | $5,850+3.3% |
| Admin fee / account holder | $510 | $12,120-95.8% | $10,261-95.0% | $11,596-95.6% |