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 | $56,415 | $154,228-63.4% | $145,433-61.2% | $137,256-58.9% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 25.60% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,900 | $4,804-39.6% | $4,554-36.3% | $4,156-30.2% |
| Participant deferral / active EE | $6,741 | $8,216-18.0% | $7,897-14.6% | $6,407+5.2% |
| Admin fee / account holder | $25,096 | $14,344+75.0% | $13,129+91.2% | $12,270+104.5% |