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 | $85,892 | $201,272-57.3% | $184,203-53.4% | $145,922-41.1% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 12.16% | 29.00%-16.8pp | 28.81%-16.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,738 | $7,022-46.8% | $6,427-41.8% | $4,660-19.8% |
| Participant deferral / active EE | $5,704 | $9,806-41.8% | $9,131-37.5% | $6,688-14.7% |
| Admin fee / account holder | $2,652 | $16,364-83.8% | $13,901-80.9% | $13,397-80.2% |