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 | $103,314 | $202,318-48.9% | $172,739-40.2% | $152,861-32.4% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.4%-3.3pp |
| Annual return | 17.83% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,928 | $5,856-67.1% | $5,143-62.5% | $4,762-59.5% |
| Participant deferral / active EE | $5,300 | $5,948-10.9% | $5,198+2.0% | $5,850-9.4% |
| Admin fee / account holder | $9,923 | $17,109-42.0% | $13,954-28.9% | $11,596-14.4% |