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 | $126,255 | $209,411-39.7% | $178,490-29.3% | $158,922-20.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.21% | 188.75%-172.5pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,291 | $5,706-42.3% | $5,011-34.3% | $4,761-30.9% |
| Participant deferral / active EE | $6,759 | $5,954+13.5% | $5,202+29.9% | $5,982+13.0% |
| Admin fee / account holder | $5,873 | $17,074-65.6% | $13,984-58.0% | $11,246-47.8% |