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 | $97,456 | $157,256-38.0% | $141,162-31.0% | $152,861-36.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 18.90% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,700 | $5,261-48.7% | $4,735-43.0% | $4,762-43.3% |
| Participant deferral / active EE | $5,080 | $7,109-28.5% | $6,709-24.3% | $5,850-13.2% |
| Admin fee / account holder | $6,527 | $12,120-46.1% | $10,261-36.4% | $11,596-43.7% |