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 | $79,763 | $148,534-46.3% | $135,903-41.3% | $139,434-42.8% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 17.16% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,006 | $5,243-61.7% | $4,856-58.7% | $4,751-57.8% |
| Participant deferral / active EE | $5,276 | $8,100-34.9% | $7,758-32.0% | $6,710-21.4% |
| Admin fee / account holder | $1,293 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |