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 | $79,064 | $180,449-56.2% | $154,107-48.7% | $135,375-41.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 57.82% | 888.09%-830.3pp | 735.12%-677.3pp | 519.73%-461.9pp |
| Employer contribution / active EE | $2,619 | $6,035-56.6% | $5,298-50.6% | $4,779-45.2% |
| Participant deferral / active EE | $5,648 | $5,806-2.7% | $5,081+11.2% | $5,609+0.7% |
| Admin fee / account holder | $404 | $16,143-97.5% | $13,411-97.0% | $10,827-96.3% |