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 | $129,297 | $209,411-38.3% | $178,490-27.6% | $158,922-18.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 25.40% | 188.75%-163.4pp | 151.07%-125.7pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,409 | $5,706-75.3% | $5,011-71.9% | $4,761-70.4% |
| Participant deferral / active EE | $6,461 | $5,954+8.5% | $5,202+24.2% | $5,982+8.0% |
| Admin fee / account holder | $4,336 | $17,074-74.6% | $13,984-69.0% | $11,246-61.4% |