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 | $152,070 | $197,591-23.0% | $177,821-14.5% | $158,922-4.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.47% | 58.76%-42.3pp | 48.32%-31.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,328 | $6,697-35.4% | $5,918-26.9% | $4,761-9.1% |
| Participant deferral / active EE | $10,663 | $8,405+26.9% | $7,714+38.2% | $5,982+78.2% |
| Admin fee / account holder | $19,330 | $15,399+25.5% | $12,427+55.5% | $11,246+71.9% |