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 | $96,465 | $209,411-53.9% | $178,490-46.0% | $158,922-39.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.96% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,547 | $5,706-72.9% | $5,011-69.1% | $4,761-67.5% |
| Participant deferral / active EE | $4,796 | $5,954-19.5% | $5,202-7.8% | $5,982-19.8% |
| Admin fee / account holder | $2,594 | $17,074-84.8% | $13,984-81.4% | $11,246-76.9% |