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 | $120,411 | $183,519-34.4% | $155,509-22.6% | $145,922-17.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.72% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,796 | $5,313-47.4% | $4,672-40.2% | $4,660-40.0% |
| Participant deferral / active EE | $7,782 | $6,462+20.4% | $5,626+38.3% | $6,688+16.4% |
| Admin fee / account holder | $91,102 | $19,313+371.7% | $15,912+472.5% | $13,397+580.0% |