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 | $69,226 | $105,126-34.1% | $94,646-26.9% | $139,434-50.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 16.30% | 38.03%-21.7pp | 156.71%-140.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,038 | $4,106-74.7% | $3,672-71.7% | $4,751-78.1% |
| Participant deferral / active EE | $6,871 | $7,599-9.6% | $7,418-7.4% | $6,710+2.4% |
| Admin fee / account holder | $14,675 | $8,984+63.3% | $7,231+102.9% | $11,403+28.7% |