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 | $129,344 | $177,572-27.2% | $154,803-16.4% | $142,382-9.2% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 15.00% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,136 | $4,810-55.6% | $4,305-50.4% | $4,299-50.3% |
| Participant deferral / active EE | $3,887 | $6,272-38.0% | $5,540-29.9% | $6,507-40.3% |
| Admin fee / account holder | $3,075 | $16,786-81.7% | $14,329-78.5% | $12,624-75.6% |