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 | $100,471 | $228,332-56.0% | $185,823-45.9% | $158,922-36.8% |
| Participation rate | 76.5% | 82.3%-5.8pp | 78.0%-1.6pp | 82.0%-5.5pp |
| Annual return | 12.33% | 40.80%-28.5pp | 35.95%-23.6pp | 302.83%-290.5pp |
| Employer contribution / active EE | $746 | $4,967-85.0% | $4,087-81.7% | $4,761-84.3% |
| Participant deferral / active EE | $3,060 | $6,415-52.3% | $5,632-45.7% | $5,982-48.8% |
| Admin fee / account holder | $3,214 | $11,864-72.9% | $9,500-66.2% | $11,246-71.4% |