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 | $116,105 | $159,602-27.3% | $150,045-22.6% | $142,382-18.5% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 12.42% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,321 | $4,961-73.4% | $4,693-71.9% | $4,299-69.3% |
| Participant deferral / active EE | $4,519 | $8,310-45.6% | $7,997-43.5% | $6,507-30.6% |
| Admin fee / account holder | $8,085 | $14,846-45.5% | $13,435-39.8% | $12,624-36.0% |