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 | $241,063 | $157,256+53.3% | $141,162+70.8% | $152,861+57.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 17.92% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,416 | $5,261-54.1% | $4,735-49.0% | $4,762-49.3% |
| Participant deferral / active EE | $3,877 | $7,109-45.5% | $6,709-42.2% | $5,850-33.7% |
| Admin fee / account holder | $2,999 | $12,120-75.3% | $10,261-70.8% | $11,596-74.1% |