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 | $78,985 | $159,901-50.6% | $146,958-46.3% | $145,922-45.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 24.68% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,737 | $5,286-48.2% | $4,933-44.5% | $4,660-41.3% |
| Participant deferral / active EE | $10,195 | $8,428+21.0% | $8,070+26.3% | $6,688+52.4% |
| Admin fee / account holder | $1,864 | $15,044-87.6% | $12,998-85.7% | $13,397-86.1% |