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 | $67,337 | $159,934-57.9% | $147,005-54.2% | $145,959-53.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.36% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $3,709 | $5,287-29.8% | $4,934-24.8% | $4,661-20.4% |
| Participant deferral / active EE | $9,820 | $8,427+16.5% | $8,070+21.7% | $6,689+46.8% |
| Admin fee / account holder | $2,850 | $15,053-81.1% | $13,006-78.1% | $13,398-78.7% |