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 | $121,477 | $217,402-44.1% | $185,823-34.6% | $167,490-27.5% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 24.80% | 148.36%-123.6pp | 122.05%-97.2pp | 478.56%-453.8pp |
| Employer contribution / active EE | $1,726 | $5,873-70.6% | $5,167-66.6% | $4,837-64.3% |
| Participant deferral / active EE | $4,308 | $6,356-32.2% | $5,568-22.6% | $6,341-32.1% |
| Admin fee / account holder | $22,984 | $19,811+16.0% | $16,237+41.6% | $12,309+86.7% |