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 | $63,818 | $157,256-59.4% | $141,162-54.8% | $152,861-58.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 53.62% | 64.32%-10.7pp | 71.39%-17.8pp | 345.32%-291.7pp |
| Employer contribution / active EE | $5,483 | $5,261+4.2% | $4,735+15.8% | $4,762+15.1% |
| Participant deferral / active EE | $5,832 | $7,109-18.0% | $6,709-13.1% | $5,850-0.3% |
| Admin fee / account holder | $1,490 | $12,120-87.7% | $10,261-85.5% | $11,596-87.2% |