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 | $135,352 | $177,572-23.8% | $154,803-12.6% | $142,382-4.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 16.65% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,915 | $4,810-39.4% | $4,305-32.3% | $4,299-32.2% |
| Participant deferral / active EE | $4,916 | $6,272-21.6% | $5,540-11.3% | $6,507-24.4% |
| Admin fee / account holder | $6,947 | $16,786-58.6% | $14,329-51.5% | $12,624-45.0% |