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 | $86,627 | $175,202-50.6% | $149,673-42.1% | $139,434-37.9% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 20.83% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,262 | $5,474-76.9% | $4,818-73.8% | $4,751-73.4% |
| Participant deferral / active EE | $3,086 | $6,519-52.7% | $5,680-45.7% | $6,710-54.0% |
| Admin fee / account holder | $1,462 | $16,150-90.9% | $13,210-88.9% | $11,403-87.2% |