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 | $120,937 | $209,411-42.2% | $178,490-32.2% | $158,922-23.9% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 10.48% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,830 | $5,706-67.9% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $5,226 | $5,954-12.2% | $5,202+0.5% | $5,982-12.6% |
| Admin fee / account holder | $8,097 | $17,074-52.6% | $13,984-42.1% | $11,246-28.0% |