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 | $118,167 | $157,256-24.9% | $141,162-16.3% | $152,861-22.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 26.80% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,158 | $5,261-59.0% | $4,735-54.4% | $4,762-54.7% |
| Participant deferral / active EE | $9,281 | $7,109+30.5% | $6,709+38.3% | $5,850+58.6% |
| Admin fee / account holder | $1,044 | $12,120-91.4% | $10,261-89.8% | $11,596-91.0% |