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 | $116,857 | $217,402-46.2% | $185,823-37.1% | $167,490-30.2% |
| Participation rate | 73.9% | 86.0%-12.1pp | 81.7%-7.8pp | 82.1%-8.2pp |
| Annual return | 12.42% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,109 | $5,873-64.1% | $5,167-59.2% | $4,837-56.4% |
| Participant deferral / active EE | $3,591 | $6,356-43.5% | $5,568-35.5% | $6,341-43.4% |
| Admin fee / account holder | $3,973 | $19,811-79.9% | $16,237-75.5% | $12,309-67.7% |