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 | $79,918 | $183,963-56.6% | $162,163-50.7% | $152,861-47.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.04% | 150.76%-125.7pp | 115.59%-90.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,657 | $6,371-42.6% | $5,614-34.9% | $4,762-23.2% |
| Participant deferral / active EE | $6,063 | $8,034-24.5% | $7,298-16.9% | $5,850+3.6% |
| Admin fee / account holder | $379 | $13,121-97.1% | $10,843-96.5% | $11,596-96.7% |