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 | $66,368 | $175,202-62.1% | $149,673-55.7% | $139,434-52.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 15.12% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,006 | $5,474-45.1% | $4,818-37.6% | $4,751-36.7% |
| Participant deferral / active EE | $3,245 | $6,519-50.2% | $5,680-42.9% | $6,710-51.6% |
| Admin fee / account holder | $4,458 | $16,150-72.4% | $13,210-66.2% | $11,403-60.9% |