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 | $102,108 | $154,228-33.8% | $145,433-29.8% | $137,256-25.6% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 13.22% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,034 | $4,804-36.9% | $4,554-33.4% | $4,156-27.0% |
| Participant deferral / active EE | $9,132 | $8,216+11.1% | $7,897+15.6% | $6,407+42.5% |
| Admin fee / account holder | $25,991 | $14,344+81.2% | $13,129+98.0% | $12,270+111.8% |