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 | $71,851 | $157,256-54.3% | $141,162-49.1% | $152,861-53.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.70% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,246 | $5,261-76.3% | $4,735-73.7% | $4,762-73.8% |
| Participant deferral / active EE | $5,422 | $7,109-23.7% | $6,709-19.2% | $5,850-7.3% |
| Admin fee / account holder | $431 | $12,120-96.4% | $10,261-95.8% | $11,596-96.3% |