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 | $77,889 | $177,572-56.1% | $154,803-49.7% | $142,382-45.3% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 18.21% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $905 | $4,810-81.2% | $4,305-79.0% | $4,299-79.0% |
| Participant deferral / active EE | $4,742 | $6,272-24.4% | $5,540-14.4% | $6,507-27.1% |
| Admin fee / account holder | $1,777 | $16,786-89.4% | $14,329-87.6% | $12,624-85.9% |