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 | $103,092 | $176,056-41.4% | $159,436-35.3% | $167,490-38.4% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 17.47% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,041 | $5,297-42.6% | $4,829-37.0% | $4,837-37.1% |
| Participant deferral / active EE | $7,491 | $7,750-3.3% | $7,352+1.9% | $6,341+18.1% |
| Admin fee / account holder | $17,929 | $12,554+42.8% | $10,799+66.0% | $12,309+45.7% |