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 | $240,202 | $133,922+79.4% | $116,228+106.7% | $142,382+68.7% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.6%-0.6pp | 80.1%-6.2pp |
| Annual return | 15.83% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,160 | $3,446-66.3% | $2,994-61.3% | $4,299-73.0% |
| Participant deferral / active EE | $4,671 | $5,672-17.6% | $4,953-5.7% | $6,507-28.2% |
| Admin fee / account holder | $10,585 | $14,945-29.2% | $11,989-11.7% | $12,624-16.1% |