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 | $95,102 | $217,402-56.3% | $185,823-48.8% | $167,490-43.2% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 28.69% | 148.36%-119.7pp | 122.05%-93.4pp | 478.56%-449.9pp |
| Employer contribution / active EE | $2,243 | $5,873-61.8% | $5,167-56.6% | $4,837-53.6% |
| Participant deferral / active EE | $6,520 | $6,356+2.6% | $5,568+17.1% | $6,341+2.8% |
| Admin fee / account holder | $4,241 | $19,811-78.6% | $16,237-73.9% | $12,309-65.5% |