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 | $96,787 | $217,402-55.5% | $185,823-47.9% | $167,490-42.2% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 15.19% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,612 | $5,873-72.6% | $5,167-68.8% | $4,837-66.7% |
| Participant deferral / active EE | $3,605 | $6,356-43.3% | $5,568-35.3% | $6,341-43.1% |
| Admin fee / account holder | $1,038 | $19,811-94.8% | $16,237-93.6% | $12,309-91.6% |