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 | $93,538 | $209,411-55.3% | $178,490-47.6% | $158,922-41.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.36% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,485 | $5,706-38.9% | $5,011-30.4% | $4,761-26.8% |
| Participant deferral / active EE | $7,085 | $5,954+19.0% | $5,202+36.2% | $5,982+18.4% |
| Admin fee / account holder | $903 | $17,074-94.7% | $13,984-93.5% | $11,246-92.0% |