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 | $89,078 | $175,202-49.2% | $149,673-40.5% | $139,434-36.1% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 19.40% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4,780 | $5,474-12.7% | $4,818-0.8% | $4,751+0.6% |
| Participant deferral / active EE | $3,860 | $6,519-40.8% | $5,680-32.0% | $6,710-42.5% |
| Admin fee / account holder | $1,861 | $16,150-88.5% | $13,210-85.9% | $11,403-83.7% |