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 7-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 | $80,897 | $183,519-55.9% | $155,509-48.0% | $145,922-44.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 45.86% | 61.17%-15.3pp | 64.67%-18.8pp | 561.29%-515.4pp |
| Employer contribution / active EE | $2,667 | $5,313-49.8% | $4,672-42.9% | $4,660-42.8% |
| Participant deferral / active EE | $7,840 | $6,462+21.3% | $5,626+39.4% | $6,688+17.2% |
| Admin fee / account holder | $21,227 | $19,313+9.9% | $15,912+33.4% | $13,397+58.4% |