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 | $60,473 | $157,256-61.5% | $141,162-57.2% | $152,861-60.4% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 25.70% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,583 | $5,261-31.9% | $4,735-24.3% | $4,762-24.8% |
| Participant deferral / active EE | $6,056 | $7,109-14.8% | $6,709-9.7% | $5,850+3.5% |
| Admin fee / account holder | $1,681 | $12,120-86.1% | $10,261-83.6% | $11,596-85.5% |