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 | $76,317 | $175,202-56.4% | $149,673-49.0% | $139,434-45.3% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 17.21% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,116 | $5,474-61.3% | $4,818-56.1% | $4,751-55.5% |
| Participant deferral / active EE | $5,126 | $6,519-21.4% | $5,680-9.8% | $6,710-23.6% |
| Admin fee / account holder | $14,211 | $16,150-12.0% | $13,210+7.6% | $11,403+24.6% |