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 | $95,210 | $197,591-51.8% | $177,821-46.5% | $158,922-40.1% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 15.15% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,514 | $6,697-62.5% | $5,918-57.5% | $4,761-47.2% |
| Participant deferral / active EE | $5,969 | $8,405-29.0% | $7,714-22.6% | $5,982-0.2% |
| Admin fee / account holder | $1,463 | $15,399-90.5% | $12,427-88.2% | $11,246-87.0% |