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 | $146,900 | $209,411-29.9% | $178,490-17.7% | $158,922-7.6% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 12.00% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,193 | $5,706-79.1% | $5,011-76.2% | $4,761-74.9% |
| Participant deferral / active EE | $6,470 | $5,954+8.7% | $5,202+24.4% | $5,982+8.2% |
| Admin fee / account holder | $14,713 | $17,074-13.8% | $13,984+5.2% | $11,246+30.8% |