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 | $80,003 | $183,519-56.4% | $155,509-48.6% | $145,922-45.2% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 18.19% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,921 | $5,313-63.8% | $4,672-58.9% | $4,660-58.8% |
| Participant deferral / active EE | $4,423 | $6,462-31.6% | $5,626-21.4% | $6,688-33.9% |
| Admin fee / account holder | $425 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |