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 | $93,040 | $175,202-46.9% | $149,673-37.8% | $139,434-33.3% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 16.48% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,555 | $5,474-35.1% | $4,818-26.2% | $4,751-25.2% |
| Participant deferral / active EE | $3,851 | $6,519-40.9% | $5,680-32.2% | $6,710-42.6% |
| Admin fee / account holder | $7,195 | $16,150-55.4% | $13,210-45.5% | $11,403-36.9% |