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 | $57,293 | $209,411-72.6% | $178,490-67.9% | $158,922-63.9% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.22% | 188.75%-167.5pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $7,765 | $5,706+36.1% | $5,011+55.0% | $4,761+63.1% |
| Participant deferral / active EE | $5,612 | $5,954-5.7% | $5,202+7.9% | $5,982-6.2% |
| Admin fee / account holder | $1,844 | $17,074-89.2% | $13,984-86.8% | $11,246-83.6% |