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 | $29,516 | $183,519-83.9% | $155,509-81.0% | $145,922-79.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.37% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,419 | $5,313-73.3% | $4,672-69.6% | $4,660-69.6% |
| Participant deferral / active EE | $9,248 | $6,462+43.1% | $5,626+64.4% | $6,688+38.3% |
| Admin fee / account holder | $271,354 | $19,313+1305.0% | $15,912+1605.3% | $13,397+1925.5% |