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 | $77,561 | $198,466-60.9% | $170,442-54.5% | $147,584-47.4% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 15.45% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,027 | $6,184-67.2% | $5,433-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $4,092 | $5,629-27.3% | $4,939-17.2% | $5,439-24.8% |
| Admin fee / account holder | $7,086 | $16,852-57.9% | $13,880-48.9% | $10,885-34.9% |