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 | $60,856 | $175,202-65.3% | $149,673-59.3% | $139,434-56.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.96% | 166.71%-155.7pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,067 | $5,474-62.2% | $4,818-57.1% | $4,751-56.5% |
| Participant deferral / active EE | $8,433 | $6,519+29.4% | $5,680+48.5% | $6,710+25.7% |
| Admin fee / account holder | $5,649 | $16,150-65.0% | $13,210-57.2% | $11,403-50.5% |