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 | $97,309 | $214,378-54.6% | $200,582-51.5% | $142,382-31.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 18.62% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,485 | $6,841-63.7% | $6,419-61.3% | $4,299-42.2% |
| Participant deferral / active EE | $10,319 | $9,865+4.6% | $9,331+10.6% | $6,507+58.6% |
| Admin fee / account holder | $2,770 | $17,692-84.3% | $16,305-83.0% | $12,624-78.1% |