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 | $154,671 | $176,056-12.1% | $159,436-3.0% | $167,490-7.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.88% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,375 | $5,297-36.3% | $4,829-30.1% | $4,837-30.2% |
| Participant deferral / active EE | $4,218 | $7,750-45.6% | $7,352-42.6% | $6,341-33.5% |
| Admin fee / account holder | $3,951 | $12,554-68.5% | $10,799-63.4% | $12,309-67.9% |