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 | $72,539 | $179,726-59.6% | $156,263-53.6% | $142,382-49.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 12.39% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,257 | $5,069-55.5% | $4,333-47.9% | $4,299-47.5% |
| Participant deferral / active EE | $3,480 | $6,956-50.0% | $6,158-43.5% | $6,507-46.5% |
| Admin fee / account holder | $9,538 | $17,272-44.8% | $14,255-33.1% | $12,624-24.4% |