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 | $100,353 | $176,056-43.0% | $159,436-37.1% | $167,490-40.1% |
| Participation rate | 78.9% | 84.9%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 15.14% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,356 | $5,297-17.8% | $4,829-9.8% | $4,837-9.9% |
| Participant deferral / active EE | $3,861 | $7,750-50.2% | $7,352-47.5% | $6,341-39.1% |
| Admin fee / account holder | $548 | $12,554-95.6% | $10,799-94.9% | $12,309-95.6% |