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 | $69,333 | $227,553-69.5% | $189,557-63.4% | $167,490-58.6% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.4%-1.2pp | 82.1%-4.8pp |
| Annual return | 24.92% | 78.40%-53.5pp | 64.17%-39.2pp | 478.56%-453.6pp |
| Employer contribution / active EE | $2,238 | $5,316-57.9% | $4,412-49.3% | $4,837-53.7% |
| Participant deferral / active EE | $6,235 | $7,002-11.0% | $6,174+1.0% | $6,341-1.7% |
| Admin fee / account holder | $14,980 | $11,878+26.1% | $9,807+52.7% | $12,309+21.7% |