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 | $94,027 | $209,411-55.1% | $178,490-47.3% | $158,922-40.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 15.10% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,662 | $5,706-70.9% | $5,011-66.8% | $4,761-65.1% |
| Participant deferral / active EE | $6,422 | $5,954+7.9% | $5,202+23.5% | $5,982+7.4% |
| Admin fee / account holder | $32,752 | $17,074+91.8% | $13,984+134.2% | $11,246+191.2% |