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 | $118,610 | $175,202-32.3% | $149,673-20.8% | $139,434-14.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.46% | 166.71%-149.2pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,047 | $5,474-44.3% | $4,818-36.7% | $4,751-35.9% |
| Participant deferral / active EE | $9,238 | $6,519+41.7% | $5,680+62.6% | $6,710+37.7% |
| Admin fee / account holder | $1,090 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |