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 | $96,596 | $159,901-39.6% | $146,958-34.3% | $145,922-33.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.82% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,021 | $5,286-42.9% | $4,933-38.8% | $4,660-35.2% |
| Participant deferral / active EE | $4,984 | $8,428-40.9% | $8,070-38.2% | $6,688-25.5% |
| Admin fee / account holder | $10,695 | $15,044-28.9% | $12,998-17.7% | $13,397-20.2% |