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 | $77,658 | $157,256-50.6% | $141,162-45.0% | $152,861-49.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 24.37% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,985 | $5,261-62.3% | $4,735-58.1% | $4,762-58.3% |
| Participant deferral / active EE | $4,848 | $7,109-31.8% | $6,709-27.7% | $5,850-17.1% |
| Admin fee / account holder | $894 | $12,120-92.6% | $10,261-91.3% | $11,596-92.3% |