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 | $89,603 | $175,202-48.9% | $149,673-40.1% | $139,434-35.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.76% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,032 | $5,474-44.6% | $4,818-37.1% | $4,751-36.2% |
| Participant deferral / active EE | $3,885 | $6,519-40.4% | $5,680-31.6% | $6,710-42.1% |
| Admin fee / account holder | $16,108 | $16,150-0.3% | $13,210+21.9% | $11,403+41.3% |