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 | $126,214 | $209,336-39.7% | $197,124-36.0% | $137,256-8.0% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 17.84% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,573 | $6,591-61.0% | $6,227-58.7% | $4,156-38.1% |
| Participant deferral / active EE | $5,944 | $9,614-38.2% | $9,135-34.9% | $6,407-7.2% |
| Admin fee / account holder | $959 | $17,308-94.5% | $16,298-94.1% | $12,270-92.2% |