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 | $61,341 | $175,202-65.0% | $149,673-59.0% | $139,434-56.0% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 17.11% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,362 | $5,474-56.9% | $4,818-51.0% | $4,751-50.3% |
| Participant deferral / active EE | $6,698 | $6,519+2.8% | $5,680+17.9% | $6,710-0.2% |
| Admin fee / account holder | $5,419 | $16,150-66.4% | $13,210-59.0% | $11,403-52.5% |