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 | $56,915 | $157,256-63.8% | $141,162-59.7% | $152,861-62.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 29.56% | 64.32%-34.8pp | 71.39%-41.8pp | 345.32%-315.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,549 | $7,109-50.1% | $6,709-47.1% | $5,850-39.3% |
| Admin fee / account holder | $410 | $12,120-96.6% | $10,261-96.0% | $11,596-96.5% |