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 | $93,384 | $183,519-49.1% | $155,509-39.9% | $145,922-36.0% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 15.79% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,233 | $5,313-58.0% | $4,672-52.2% | $4,660-52.1% |
| Participant deferral / active EE | $6,540 | $6,462+1.2% | $5,626+16.2% | $6,688-2.2% |
| Admin fee / account holder | $4,447 | $19,313-77.0% | $15,912-72.1% | $13,397-66.8% |