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 | $141,156 | $209,411-32.6% | $178,490-20.9% | $158,922-11.2% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 14.78% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,738 | $5,706-69.5% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $3,783 | $5,954-36.5% | $5,202-27.3% | $5,982-36.8% |
| Admin fee / account holder | $5,412 | $17,074-68.3% | $13,984-61.3% | $11,246-51.9% |