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 | $54,054 | $183,963-70.6% | $162,163-66.7% | $152,861-64.6% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 19.05% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,581 | $6,371-75.2% | $5,614-71.8% | $4,762-66.8% |
| Participant deferral / active EE | $3,044 | $8,034-62.1% | $7,298-58.3% | $5,850-48.0% |
| Admin fee / account holder | $9,231 | $13,121-29.7% | $10,843-14.9% | $11,596-20.4% |