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 | $70,726 | $209,411-66.2% | $178,490-60.4% | $158,922-55.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.83% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,866 | $5,706-49.8% | $5,011-42.8% | $4,761-39.8% |
| Participant deferral / active EE | $6,107 | $5,954+2.6% | $5,202+17.4% | $5,982+2.1% |
| Admin fee / account holder | $2,200 | $17,074-87.1% | $13,984-84.3% | $11,246-80.4% |