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 | $84,784 | $201,259-57.9% | $184,200-54.0% | $145,959-41.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.01% | 28.98%-17.0pp | 28.80%-16.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,670 | $7,018-62.0% | $6,424-58.4% | $4,661-42.7% |
| Participant deferral / active EE | $5,770 | $9,806-41.2% | $9,132-36.8% | $6,689-13.7% |
| Admin fee / account holder | $1,505 | $16,372-90.8% | $13,907-89.2% | $13,398-88.8% |