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 | $124,991 | $176,056-29.0% | $159,436-21.6% | $167,490-25.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.26% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $3,029 | $5,297-42.8% | $4,829-37.3% | $4,837-37.4% |
| Participant deferral / active EE | $8,802 | $7,750+13.6% | $7,352+19.7% | $6,341+38.8% |
| Admin fee / account holder | $722 | $12,554-94.3% | $10,799-93.3% | $12,309-94.1% |