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 | $80,351 | $106,584-24.6% | $101,326-20.7% | $142,382-43.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 12.69% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,958 | $3,956+25.3% | $3,665+35.3% | $4,299+15.3% |
| Participant deferral / active EE | $8,396 | $8,297+1.2% | $7,994+5.0% | $6,507+29.0% |
| Admin fee / account holder | $41,756 | $11,446+264.8% | $11,185+273.3% | $12,624+230.8% |