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 | $78,762 | $209,411-62.4% | $178,490-55.9% | $158,922-50.4% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 18.09% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,629 | $5,706-71.5% | $5,011-67.5% | $4,761-65.8% |
| Participant deferral / active EE | $3,957 | $5,954-33.5% | $5,202-23.9% | $5,982-33.9% |
| Admin fee / account holder | $552 | $17,074-96.8% | $13,984-96.1% | $11,246-95.1% |