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 | $121,072 | $226,064-46.4% | $182,532-33.7% | $152,861-20.8% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 26.54% | 192.51%-166.0pp | 148.54%-122.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,897 | $4,978-41.8% | $4,076-28.9% | $4,762-39.2% |
| Participant deferral / active EE | $9,517 | $6,368+49.5% | $5,524+72.3% | $5,850+62.7% |
| Admin fee / account holder | $7,349 | $10,703-31.3% | $8,592-14.5% | $11,596-36.6% |