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 | $121,092 | $148,534-18.5% | $135,903-10.9% | $139,434-13.2% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 26.32% | 79.19%-52.9pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $2,100 | $5,243-59.9% | $4,856-56.7% | $4,751-55.8% |
| Participant deferral / active EE | $4,457 | $8,100-45.0% | $7,758-42.6% | $6,710-33.6% |
| Admin fee / account holder | $23,597 | $12,400+90.3% | $10,762+119.3% | $11,403+106.9% |