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 | $120,797 | $157,256-23.2% | $141,162-14.4% | $152,861-21.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.27% | 64.32%-48.1pp | 71.39%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,187 | $5,261-39.4% | $4,735-32.7% | $4,762-33.1% |
| Participant deferral / active EE | $8,156 | $7,109+14.7% | $6,709+21.6% | $5,850+39.4% |
| Admin fee / account holder | $19,937 | $12,120+64.5% | $10,261+94.3% | $11,596+71.9% |