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 | $57,945 | $176,812-67.2% | $146,665-60.5% | $167,490-65.4% |
| Participation rate | 78.6% | 83.6%-5.0pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 16.96% | 24.03%-7.1pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,629 | $5,160-49.1% | $4,136-36.4% | $4,837-45.7% |
| Participant deferral / active EE | $4,414 | $6,440-31.4% | $5,506-19.8% | $6,341-30.4% |
| Admin fee / account holder | $75,992 | $13,259+473.1% | $10,280+639.2% | $12,309+517.4% |