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 | $77,735 | $175,202-55.6% | $149,673-48.1% | $139,434-44.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.51% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,191 | $5,474-60.0% | $4,818-54.5% | $4,751-53.9% |
| Participant deferral / active EE | $5,412 | $6,519-17.0% | $5,680-4.7% | $6,710-19.3% |
| Admin fee / account holder | $427 | $16,150-97.4% | $13,210-96.8% | $11,403-96.3% |