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 | $109,895 | $176,056-37.6% | $159,436-31.1% | $167,490-34.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 12.25% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,763 | $5,297-66.7% | $4,829-63.5% | $4,837-63.6% |
| Participant deferral / active EE | $5,720 | $7,750-26.2% | $7,352-22.2% | $6,341-9.8% |
| Admin fee / account holder | $807 | $12,554-93.6% | $10,799-92.5% | $12,309-93.4% |