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 | $71,396 | $209,411-65.9% | $178,490-60.0% | $158,922-55.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 6.99% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,162 | $5,706-62.1% | $5,011-56.9% | $4,761-54.6% |
| Participant deferral / active EE | $2,638 | $5,954-55.7% | $5,202-49.3% | $5,982-55.9% |
| Admin fee / account holder | $89,540 | $17,074+424.4% | $13,984+540.3% | $11,246+696.2% |