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 | $111,130 | $159,602-30.4% | $150,045-25.9% | $142,382-21.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 13.81% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,072 | $4,961-58.2% | $4,693-55.9% | $4,299-51.8% |
| Participant deferral / active EE | $5,755 | $8,310-30.7% | $7,997-28.0% | $6,507-11.6% |
| Admin fee / account holder | $9,129 | $14,846-38.5% | $13,435-32.0% | $12,624-27.7% |