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 | $124,146 | $209,411-40.7% | $178,490-30.4% | $158,922-21.9% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 10.43% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,182 | $5,706-79.3% | $5,011-76.4% | $4,761-75.2% |
| Participant deferral / active EE | $4,051 | $5,954-32.0% | $5,202-22.1% | $5,982-32.3% |
| Admin fee / account holder | $16,758 | $17,074-1.9% | $13,984+19.8% | $11,246+49.0% |