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 | $92,397 | $201,272-54.1% | $184,203-49.8% | $145,922-36.7% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 11.28% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,060 | $7,022-56.4% | $6,427-52.4% | $4,660-34.3% |
| Participant deferral / active EE | $5,378 | $9,806-45.2% | $9,131-41.1% | $6,688-19.6% |
| Admin fee / account holder | $16,010 | $16,364-2.2% | $13,901+15.2% | $13,397+19.5% |