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 | $93,077 | $179,726-48.2% | $156,263-40.4% | $142,382-34.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 15.97% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,046 | $5,069-39.9% | $4,333-29.7% | $4,299-29.1% |
| Participant deferral / active EE | $5,562 | $6,956-20.0% | $6,158-9.7% | $6,507-14.5% |
| Admin fee / account holder | $11,153 | $17,272-35.4% | $14,255-21.8% | $12,624-11.6% |