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 | $64,486 | $157,256-59.0% | $141,162-54.3% | $152,861-57.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 24.90% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,775 | $5,261-28.2% | $4,735-20.3% | $4,762-20.7% |
| Participant deferral / active EE | $7,856 | $7,109+10.5% | $6,709+17.1% | $5,850+34.3% |
| Admin fee / account holder | $3,023 | $12,120-75.1% | $10,261-70.5% | $11,596-73.9% |