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 | $89,977 | $157,256-42.8% | $141,162-36.3% | $152,861-41.1% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 24.27% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,823 | $5,261-65.4% | $4,735-61.5% | $4,762-61.7% |
| Participant deferral / active EE | $5,050 | $7,109-29.0% | $6,709-24.7% | $5,850-13.7% |
| Admin fee / account holder | $493 | $12,120-95.9% | $10,261-95.2% | $11,596-95.7% |