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 | $99,046 | $183,963-46.2% | $162,163-38.9% | $152,861-35.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.80% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,650 | $6,371-58.4% | $5,614-52.8% | $4,762-44.4% |
| Participant deferral / active EE | $6,618 | $8,034-17.6% | $7,298-9.3% | $5,850+13.1% |
| Admin fee / account holder | $9,608 | $13,121-26.8% | $10,843-11.4% | $11,596-17.1% |