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 | $34,273 | $159,602-78.5% | $150,045-77.2% | $142,382-75.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 16.33% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,160 | $4,961-56.5% | $4,693-54.0% | $4,299-49.8% |
| Participant deferral / active EE | $2,569 | $8,310-69.1% | $7,997-67.9% | $6,507-60.5% |
| Admin fee / account holder | $655 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |