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 | $75,122 | $183,519-59.1% | $155,509-51.7% | $145,922-48.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.48% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,265 | $5,313-76.2% | $4,672-72.9% | $4,660-72.8% |
| Participant deferral / active EE | $2,341 | $6,462-63.8% | $5,626-58.4% | $6,688-65.0% |
| Admin fee / account holder | $449 | $19,313-97.7% | $15,912-97.2% | $13,397-96.6% |