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 | $108,172 | $176,056-38.6% | $159,436-32.2% | $167,490-35.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 13.31% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,735 | $5,297-48.4% | $4,829-43.4% | $4,837-43.5% |
| Participant deferral / active EE | $10,102 | $7,750+30.4% | $7,352+37.4% | $6,341+59.3% |
| Admin fee / account holder | $47,209 | $12,554+276.0% | $10,799+337.2% | $12,309+283.5% |