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 | $37,239 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 27.69% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $5,248 | $5,261-0.2% | $4,735+10.8% | $4,762+10.2% |
| Participant deferral / active EE | $9,513 | $7,109+33.8% | $6,709+41.8% | $5,850+62.6% |
| Admin fee / account holder | $1,891 | $12,120-84.4% | $10,261-81.6% | $11,596-83.7% |