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 | $184,133 | $116,175+58.5% | $93,606+96.7% | $152,861+20.5% |
| Participation rate | 73.3% | 78.0%-4.7pp | 75.8%-2.5pp | 82.4%-9.1pp |
| Annual return | 27.71% | 35.96%-8.2pp | 32.76%-5.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,861 | $3,218-42.2% | $2,718-31.5% | $4,762-60.9% |
| Participant deferral / active EE | $2,401 | $4,603-47.8% | $4,069-41.0% | $5,850-59.0% |
| Admin fee / account holder | $5,578 | $10,748-48.1% | $7,888-29.3% | $11,596-51.9% |