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 | $28,868 | $179,726-83.9% | $156,263-81.5% | $142,382-79.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 12.46% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,188 | $5,069-76.6% | $4,333-72.6% | $4,299-72.4% |
| Participant deferral / active EE | $6,273 | $6,956-9.8% | $6,158+1.9% | $6,507-3.6% |
| Admin fee / account holder | $1,068 | $17,272-93.8% | $14,255-92.5% | $12,624-91.5% |