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 | $81,646 | $210,648-61.2% | $177,989-54.1% | $145,922-44.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.20% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,717 | $4,565+25.2% | $3,949+44.8% | $4,660+22.7% |
| Participant deferral / active EE | $2,088 | $6,958-70.0% | $6,276-66.7% | $6,688-68.8% |
| Admin fee / account holder | $15,402 | $12,013+28.2% | $10,363+48.6% | $13,397+15.0% |