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 | $68,182 | $165,335-58.8% | $149,696-54.5% | $158,922-57.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.38% | 348.15%-337.8pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,769 | $5,103-65.3% | $4,644-61.9% | $4,761-62.8% |
| Participant deferral / active EE | $8,020 | $7,181+11.7% | $6,842+17.2% | $5,982+34.1% |
| Admin fee / account holder | $361 | $10,807-96.7% | $9,309-96.1% | $11,246-96.8% |