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 | $71,314 | $217,402-67.2% | $185,823-61.6% | $167,490-57.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.70% | 148.36%-136.7pp | 122.05%-110.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $4,151 | $5,873-29.3% | $5,167-19.7% | $4,837-14.2% |
| Participant deferral / active EE | $8,972 | $6,356+41.1% | $5,568+61.1% | $6,341+41.5% |
| Admin fee / account holder | $8,647 | $19,811-56.4% | $16,237-46.7% | $12,309-29.8% |