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 | $112,901 | $175,202-35.6% | $149,673-24.6% | $139,434-19.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 28.37% | 166.71%-138.3pp | 134.42%-106.0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,139 | $5,474-60.9% | $4,818-55.6% | $4,751-55.0% |
| Participant deferral / active EE | $5,332 | $6,519-18.2% | $5,680-6.1% | $6,710-20.5% |
| Admin fee / account holder | $19,157 | $16,150+18.6% | $13,210+45.0% | $11,403+68.0% |