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 | $75,613 | $197,591-61.7% | $177,821-57.5% | $158,922-52.4% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 17.71% | 58.76%-41.1pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,064 | $6,697-54.3% | $5,918-48.2% | $4,761-35.6% |
| Participant deferral / active EE | $4,118 | $8,405-51.0% | $7,714-46.6% | $5,982-31.2% |
| Admin fee / account holder | $9,368 | $15,399-39.2% | $12,427-24.6% | $11,246-16.7% |