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 | $122,764 | $201,272-39.0% | $184,203-33.4% | $145,922-15.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 13.49% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,843 | $7,022-73.8% | $6,427-71.3% | $4,660-60.5% |
| Participant deferral / active EE | $3,982 | $9,806-59.4% | $9,131-56.4% | $6,688-40.5% |
| Admin fee / account holder | $42,872 | $16,364+162.0% | $13,901+208.4% | $13,397+220.0% |