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 | $41,786 | $154,228-72.9% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 14.87% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,308 | $4,804-31.1% | $4,554-27.4% | $4,156-20.4% |
| Participant deferral / active EE | $6,853 | $8,216-16.6% | $7,897-13.2% | $6,407+7.0% |
| Admin fee / account holder | $575 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |