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 7-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 | $110,713 | $201,272-45.0% | $184,203-39.9% | $145,922-24.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.48% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,091 | $7,022-70.2% | $6,427-67.5% | $4,660-55.1% |
| Participant deferral / active EE | $6,140 | $9,806-37.4% | $9,131-32.8% | $6,688-8.2% |
| Admin fee / account holder | $2,669 | $16,364-83.7% | $13,901-80.8% | $13,397-80.1% |