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 | $82,648 | $183,592-55.0% | $155,567-46.9% | $145,959-43.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 9.49% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.5pp |
| Employer contribution / active EE | $3,038 | $5,315-42.8% | $4,674-35.0% | $4,661-34.8% |
| Participant deferral / active EE | $10,776 | $6,464+66.7% | $5,628+91.5% | $6,689+61.1% |
| Admin fee / account holder | $5,862 | $19,318-69.7% | $15,916-63.2% | $13,398-56.2% |