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 | $119,248 | $154,228-22.7% | $145,433-18.0% | $137,256-13.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,404 | $4,804-29.1% | $4,554-25.3% | $4,156-18.1% |
| Participant deferral / active EE | $7,453 | $8,216-9.3% | $7,897-5.6% | $6,407+16.3% |
| Admin fee / account holder | $32,930 | $14,344+129.6% | $13,129+150.8% | $12,270+168.4% |