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 | $117,435 | $226,064-48.1% | $182,532-35.7% | $152,861-23.2% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 8.28% | 192.51%-184.2pp | 148.54%-140.3pp | 345.32%-337.0pp |
| Employer contribution / active EE | $1,240 | $4,978-75.1% | $4,076-69.6% | $4,762-74.0% |
| Participant deferral / active EE | $3,851 | $6,368-39.5% | $5,524-30.3% | $5,850-34.2% |
| Admin fee / account holder | $39,513 | $10,703+269.2% | $8,592+359.9% | $11,596+240.7% |