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 | $122,989 | $198,466-38.0% | $170,442-27.8% | $147,584-16.7% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 15.02% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,453 | $6,184-60.3% | $5,433-54.8% | $4,876-49.7% |
| Participant deferral / active EE | $4,938 | $5,629-12.3% | $4,9390% | $5,439-9.2% |
| Admin fee / account holder | $7,663 | $16,852-54.5% | $13,880-44.8% | $10,885-29.6% |