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 | $86,263 | $159,602-46.0% | $150,045-42.5% | $142,382-39.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 16.93% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,143 | $4,961-56.8% | $4,693-54.3% | $4,299-50.2% |
| Participant deferral / active EE | $5,561 | $8,310-33.1% | $7,997-30.5% | $6,507-14.5% |
| Admin fee / account holder | $4,403 | $14,846-70.3% | $13,435-67.2% | $12,624-65.1% |