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 | $126,268 | $183,519-31.2% | $155,509-18.8% | $145,922-13.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.41% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,751 | $5,313-67.0% | $4,672-62.5% | $4,660-62.4% |
| Participant deferral / active EE | $4,201 | $6,462-35.0% | $5,626-25.3% | $6,688-37.2% |
| Admin fee / account holder | $1,728 | $19,313-91.1% | $15,912-89.1% | $13,397-87.1% |