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 | $108,510 | $209,411-48.2% | $178,490-39.2% | $158,922-31.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.60% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,625 | $5,706-36.5% | $5,011-27.7% | $4,761-23.9% |
| Participant deferral / active EE | $4,393 | $5,954-26.2% | $5,202-15.6% | $5,982-26.6% |
| Admin fee / account holder | $14,117 | $17,074-17.3% | $13,984+1.0% | $11,246+25.5% |