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 | $80,369 | $175,202-54.1% | $149,673-46.3% | $139,434-42.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.36% | 166.71%-147.3pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,138 | $5,474-60.9% | $4,818-55.6% | $4,751-55.0% |
| Participant deferral / active EE | $3,566 | $6,519-45.3% | $5,680-37.2% | $6,710-46.9% |
| Admin fee / account holder | $1,405 | $16,150-91.3% | $13,210-89.4% | $11,403-87.7% |