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 | $64,262 | $198,466-67.6% | $170,442-62.3% | $147,584-56.5% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 15.01% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,524 | $6,184-59.2% | $5,433-53.5% | $4,876-48.2% |
| Participant deferral / active EE | $6,117 | $5,629+8.7% | $4,939+23.8% | $5,439+12.5% |
| Admin fee / account holder | $4,491 | $16,852-73.3% | $13,880-67.6% | $10,885-58.7% |