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 | $117,824 | $162,781-27.6% | $133,956-12.0% | $158,922-25.9% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 13.92% | 41.94%-28.0pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,427 | $4,975-71.3% | $3,919-63.6% | $4,761-70.0% |
| Participant deferral / active EE | $3,225 | $5,911-45.4% | $5,048-36.1% | $5,982-46.1% |
| Admin fee / account holder | $6,288 | $11,736-46.4% | $8,927-29.6% | $11,246-44.1% |