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 | $73,698 | $175,202-57.9% | $149,673-50.8% | $139,434-47.1% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 19.76% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,179 | $5,474-41.9% | $4,818-34.0% | $4,751-33.1% |
| Participant deferral / active EE | $8,402 | $6,519+28.9% | $5,680+47.9% | $6,710+25.2% |
| Admin fee / account holder | $2,553 | $16,150-84.2% | $13,210-80.7% | $11,403-77.6% |