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 | $121,033 | $226,064-46.5% | $182,532-33.7% | $152,861-20.8% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 20.48% | 192.51%-172.0pp | 148.54%-128.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,329 | $4,978-13.0% | $4,076+6.2% | $4,762-9.1% |
| Participant deferral / active EE | $3,870 | $6,368-39.2% | $5,524-29.9% | $5,850-33.9% |
| Admin fee / account holder | $2,933 | $10,703-72.6% | $8,592-65.9% | $11,596-74.7% |