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 | $58,739 | $176,056-66.6% | $159,436-63.2% | $167,490-64.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 26.88% | 331.75%-304.9pp | 263.57%-236.7pp | 478.56%-451.7pp |
| Employer contribution / active EE | $4,086 | $5,297-22.9% | $4,829-15.4% | $4,837-15.5% |
| Participant deferral / active EE | $10,115 | $7,750+30.5% | $7,352+37.6% | $6,341+59.5% |
| Admin fee / account holder | $1,646 | $12,554-86.9% | $10,799-84.8% | $12,309-86.6% |