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 | $94,827 | $175,202-45.9% | $149,673-36.6% | $139,434-32.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.17% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,948 | $5,474-64.4% | $4,818-59.6% | $4,751-59.0% |
| Participant deferral / active EE | $7,471 | $6,519+14.6% | $5,680+31.5% | $6,710+11.3% |
| Admin fee / account holder | $1,538 | $16,150-90.5% | $13,210-88.4% | $11,403-86.5% |