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 | $61,533 | $157,256-60.9% | $141,162-56.4% | $152,861-59.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 19.90% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,111 | $5,261-40.9% | $4,735-34.3% | $4,762-34.7% |
| Participant deferral / active EE | $7,527 | $7,109+5.9% | $6,709+12.2% | $5,850+28.7% |
| Admin fee / account holder | $13,119 | $12,120+8.2% | $10,261+27.9% | $11,596+13.1% |