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 | $70,304 | $154,228-54.4% | $145,433-51.7% | $137,256-48.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 14.42% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,014 | $4,804-58.1% | $4,554-55.8% | $4,156-51.5% |
| Participant deferral / active EE | $6,143 | $8,216-25.2% | $7,897-22.2% | $6,407-4.1% |
| Admin fee / account holder | $24,507 | $14,344+70.9% | $13,129+86.7% | $12,270+99.7% |