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 | $85,612 | $201,272-57.5% | $184,203-53.5% | $145,922-41.3% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 12.33% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,436 | $7,022-36.8% | $6,427-31.0% | $4,660-4.8% |
| Participant deferral / active EE | $5,626 | $9,806-42.6% | $9,131-38.4% | $6,688-15.9% |
| Admin fee / account holder | $1,535 | $16,364-90.6% | $13,901-89.0% | $13,397-88.5% |