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 | $83,308 | $209,411-60.2% | $178,490-53.3% | $158,922-47.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 7.38% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,379 | $5,706-75.8% | $5,011-72.5% | $4,761-71.0% |
| Participant deferral / active EE | $3,373 | $5,954-43.3% | $5,202-35.1% | $5,982-43.6% |
| Admin fee / account holder | $30,887 | $17,074+80.9% | $13,984+120.9% | $11,246+174.7% |