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 | $126,212 | $175,202-28.0% | $149,673-15.7% | $139,434-9.5% |
| Participation rate | 73.9% | 83.4%-9.5pp | 78.8%-4.9pp | 80.3%-6.4pp |
| Annual return | 20.08% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,290 | $5,474+14.9% | $4,818+30.6% | $4,751+32.4% |
| Participant deferral / active EE | $16,202 | $6,519+148.5% | $5,680+185.2% | $6,710+141.5% |
| Admin fee / account holder | $2,767 | $16,150-82.9% | $13,210-79.1% | $11,403-75.7% |