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 | $75,158 | $148,534-49.4% | $135,903-44.7% | $139,434-46.1% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 25.32% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,921 | $5,243-6.1% | $4,856+1.3% | $4,751+3.6% |
| Participant deferral / active EE | $11,085 | $8,100+36.9% | $7,758+42.9% | $6,710+65.2% |
| Admin fee / account holder | $1,990 | $12,400-84.0% | $10,762-81.5% | $11,403-82.6% |