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 | $57,254 | $172,111-66.7% | $150,298-61.9% | $137,256-58.3% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 16.81% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,994 | $4,636-57.0% | $4,154-52.0% | $4,156-52.0% |
| Participant deferral / active EE | $3,723 | $6,166-39.6% | $5,453-31.7% | $6,407-41.9% |
| Admin fee / account holder | $3,633 | $16,471-77.9% | $14,116-74.3% | $12,270-70.4% |