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 | $30,088 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 25.72% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,217 | $5,261-76.9% | $4,735-74.3% | $4,762-74.4% |
| Participant deferral / active EE | $8,100 | $7,109+13.9% | $6,709+20.7% | $5,850+38.5% |
| Admin fee / account holder | $1,101 | $12,120-90.9% | $10,261-89.3% | $11,596-90.5% |