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 | $60,821 | $148,534-59.1% | $135,903-55.2% | $139,434-56.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.58% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,127 | $5,243-59.4% | $4,856-56.2% | $4,751-55.2% |
| Participant deferral / active EE | $4,158 | $8,100-48.7% | $7,758-46.4% | $6,710-38.0% |
| Admin fee / account holder | $1,773 | $12,400-85.7% | $10,762-83.5% | $11,403-84.5% |