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 | $101,287 | $175,202-42.2% | $149,673-32.3% | $139,434-27.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.30% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,639 | $5,474-51.8% | $4,818-45.2% | $4,751-44.5% |
| Participant deferral / active EE | $6,356 | $6,519-2.5% | $5,680+11.9% | $6,710-5.3% |
| Admin fee / account holder | $821 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |