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 | $101,893 | $197,591-48.4% | $177,821-42.7% | $158,922-35.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 12.63% | 58.76%-46.1pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,578 | $6,697-31.7% | $5,918-22.7% | $4,761-3.9% |
| Participant deferral / active EE | $6,001 | $8,405-28.6% | $7,714-22.2% | $5,982+0.3% |
| Admin fee / account holder | $1,979 | $15,399-87.2% | $12,427-84.1% | $11,246-82.4% |