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 | $92,177 | $209,411-56.0% | $178,490-48.4% | $158,922-42.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 27.12% | 188.75%-161.6pp | 151.07%-123.9pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,601 | $5,706-54.4% | $5,011-48.1% | $4,761-45.4% |
| Participant deferral / active EE | $7,413 | $5,954+24.5% | $5,202+42.5% | $5,982+23.9% |
| Admin fee / account holder | $3,161 | $17,074-81.5% | $13,984-77.4% | $11,246-71.9% |