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 | $67,184 | $176,056-61.8% | $159,436-57.9% | $167,490-59.9% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 13.90% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,389 | $5,297-54.9% | $4,829-50.5% | $4,837-50.6% |
| Participant deferral / active EE | $6,060 | $7,750-21.8% | $7,352-17.6% | $6,341-4.4% |
| Admin fee / account holder | $19,437 | $12,554+54.8% | $10,799+80.0% | $12,309+57.9% |