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 | $137,134 | $226,064-39.3% | $182,532-24.9% | $152,861-10.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.65% | 192.51%-169.9pp | 148.54%-125.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,960 | $4,978-20.5% | $4,076-2.9% | $4,762-16.9% |
| Participant deferral / active EE | $8,746 | $6,368+37.3% | $5,524+58.3% | $5,850+49.5% |
| Admin fee / account holder | $31,919 | $10,703+198.2% | $8,592+271.5% | $11,596+175.3% |