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 | $74,754 | $175,202-57.3% | $149,673-50.1% | $139,434-46.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.04% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,920 | $5,474-46.7% | $4,818-39.4% | $4,751-38.5% |
| Participant deferral / active EE | $5,778 | $6,519-11.4% | $5,680+1.7% | $6,710-13.9% |
| Admin fee / account holder | $3,388 | $16,150-79.0% | $13,210-74.3% | $11,403-70.3% |