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 9-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 | $54,728 | $157,256-65.2% | $141,162-61.2% | $152,861-64.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 21.06% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,770 | $5,261+9.7% | $4,735+21.9% | $4,762+21.2% |
| Participant deferral / active EE | $10,686 | $7,109+50.3% | $6,709+59.3% | $5,850+82.7% |
| Admin fee / account holder | $2,044 | $12,120-83.1% | $10,261-80.1% | $11,596-82.4% |