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 | $90,919 | $201,272-54.8% | $184,203-50.6% | $145,922-37.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 17.20% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,114 | $7,022-55.7% | $6,427-51.5% | $4,660-33.2% |
| Participant deferral / active EE | $3,318 | $9,806-66.2% | $9,131-63.7% | $6,688-50.4% |
| Admin fee / account holder | $3,757 | $16,364-77.0% | $13,901-73.0% | $13,397-72.0% |