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 | $63,323 | $217,402-70.9% | $185,823-65.9% | $167,490-62.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 20.30% | 148.36%-128.1pp | 122.05%-101.7pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,893 | $5,873-67.8% | $5,167-63.4% | $4,837-60.9% |
| Participant deferral / active EE | $4,155 | $6,356-34.6% | $5,568-25.4% | $6,341-34.5% |
| Admin fee / account holder | $447 | $19,811-97.7% | $16,237-97.3% | $12,309-96.4% |