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 | $97,232 | $179,726-45.9% | $156,263-37.8% | $142,382-31.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.34% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,876 | $5,069-63.0% | $4,333-56.7% | $4,299-56.4% |
| Participant deferral / active EE | $4,995 | $6,956-28.2% | $6,158-18.9% | $6,507-23.2% |
| Admin fee / account holder | $313 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |