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 | $125,868 | $209,411-39.9% | $178,490-29.5% | $158,922-20.8% |
| Participation rate | 76.2% | 86.3%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 11.58% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,363 | $5,706-58.6% | $5,011-52.8% | $4,761-50.4% |
| Participant deferral / active EE | $4,665 | $5,954-21.6% | $5,202-10.3% | $5,982-22.0% |
| Admin fee / account holder | $7,954 | $17,074-53.4% | $13,984-43.1% | $11,246-29.3% |