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 | $75,760 | $209,411-63.8% | $178,490-57.6% | $158,922-52.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 21.00% | 188.75%-167.7pp | 151.07%-130.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $3,806 | $5,706-33.3% | $5,011-24.0% | $4,761-20.1% |
| Participant deferral / active EE | $10,017 | $5,954+68.2% | $5,202+92.6% | $5,982+67.4% |
| Admin fee / account holder | $2,057 | $17,074-88.0% | $13,984-85.3% | $11,246-81.7% |