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 | $108,268 | $144,119-24.9% | $117,854-8.1% | $147,584-26.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 18.27% | 531.15%-512.9pp | 335.08%-316.8pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,062 | $4,896-57.9% | $3,786-45.5% | $4,876-57.7% |
| Participant deferral / active EE | $6,777 | $5,316+27.5% | $4,482+51.2% | $5,439+24.6% |
| Admin fee / account holder | $2,471 | $10,886-77.3% | $8,020-69.2% | $10,885-77.3% |