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 | $83,704 | $183,519-54.4% | $155,509-46.2% | $145,922-42.6% |
| Participation rate | 70.8% | 82.7%-11.8pp | 78.2%-7.4pp | 80.3%-9.4pp |
| Annual return | 20.51% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,774 | $5,313-29.0% | $4,672-19.2% | $4,660-19.0% |
| Participant deferral / active EE | $3,951 | $6,462-38.9% | $5,626-29.8% | $6,688-40.9% |
| Admin fee / account holder | $1,250 | $19,313-93.5% | $15,912-92.1% | $13,397-90.7% |