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 | $87,543 | $175,202-50.0% | $149,673-41.5% | $139,434-37.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 14.80% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,612 | $5,474-52.3% | $4,818-45.8% | $4,751-45.0% |
| Participant deferral / active EE | $7,517 | $6,519+15.3% | $5,680+32.3% | $6,710+12.0% |
| Admin fee / account holder | $415 | $16,150-97.4% | $13,210-96.9% | $11,403-96.4% |