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 | $119,392 | $175,202-31.9% | $149,673-20.2% | $139,434-14.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.23% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,257 | $5,474-58.8% | $4,818-53.1% | $4,751-52.5% |
| Participant deferral / active EE | $3,273 | $6,519-49.8% | $5,680-42.4% | $6,710-51.2% |
| Admin fee / account holder | $563 | $16,150-96.5% | $13,210-95.7% | $11,403-95.1% |