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 | $129,691 | $176,056-26.3% | $159,436-18.7% | $167,490-22.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.05% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,880 | $5,297-26.7% | $4,829-19.6% | $4,837-19.8% |
| Participant deferral / active EE | $5,466 | $7,750-29.5% | $7,352-25.7% | $6,341-13.8% |
| Admin fee / account holder | $998 | $12,554-92.0% | $10,799-90.8% | $12,309-91.9% |