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 | $77,518 | $217,402-64.3% | $185,823-58.3% | $167,490-53.7% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 10.19% | 148.36%-138.2pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,179 | $5,873-62.9% | $5,167-57.8% | $4,837-55.0% |
| Participant deferral / active EE | $4,749 | $6,356-25.3% | $5,568-14.7% | $6,341-25.1% |
| Admin fee / account holder | $1,117 | $19,811-94.4% | $16,237-93.1% | $12,309-90.9% |