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 | $115,244 | $163,101-29.3% | $136,749-15.7% | $142,382-19.1% |
| Participation rate | 72.2% | 78.2%-6.0pp | 72.1%+0.1pp | 80.1%-7.9pp |
| Annual return | 11.84% | 27.54%-15.7pp | 24.33%-12.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,025 | $4,117-50.8% | $3,400-40.4% | $4,299-52.9% |
| Participant deferral / active EE | $4,143 | $5,585-25.8% | $4,692-11.7% | $6,507-36.3% |
| Admin fee / account holder | $1,180 | $14,318-91.8% | $11,386-89.6% | $12,624-90.7% |