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 | $49,040 | $157,256-68.8% | $141,162-65.3% | $152,861-67.9% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 22.39% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $8,160 | $5,261+55.1% | $4,735+72.3% | $4,762+71.3% |
| Participant deferral / active EE | $3,839 | $7,109-46.0% | $6,709-42.8% | $5,850-34.4% |
| Admin fee / account holder | $781 | $12,120-93.6% | $10,261-92.4% | $11,596-93.3% |