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 | $99,601 | $175,202-43.2% | $149,673-33.5% | $139,434-28.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.65% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,538 | $5,474-53.6% | $4,818-47.3% | $4,751-46.6% |
| Participant deferral / active EE | $7,237 | $6,519+11.0% | $5,680+27.4% | $6,710+7.9% |
| Admin fee / account holder | $1,477 | $16,150-90.9% | $13,210-88.8% | $11,403-87.0% |