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 | $83,770 | $157,256-46.7% | $141,162-40.7% | $152,861-45.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 18.56% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,513 | $5,261-14.2% | $4,735-4.7% | $4,762-5.2% |
| Participant deferral / active EE | $7,010 | $7,109-1.4% | $6,709+4.5% | $5,850+19.8% |
| Admin fee / account holder | $5,995 | $12,120-50.5% | $10,261-41.6% | $11,596-48.3% |