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 | $98,272 | $209,411-53.1% | $178,490-44.9% | $158,922-38.2% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 10.59% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,262 | $5,706-60.4% | $5,011-54.9% | $4,761-52.5% |
| Participant deferral / active EE | $4,900 | $5,954-17.7% | $5,202-5.8% | $5,982-18.1% |
| Admin fee / account holder | $17,323 | $17,074+1.5% | $13,984+23.9% | $11,246+54.0% |