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 | $112,757 | $175,202-35.6% | $149,673-24.7% | $139,434-19.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 15.55% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,146 | $5,474-60.8% | $4,818-55.5% | $4,751-54.8% |
| Participant deferral / active EE | $5,195 | $6,519-20.3% | $5,680-8.5% | $6,710-22.6% |
| Admin fee / account holder | $9,853 | $16,150-39.0% | $13,210-25.4% | $11,403-13.6% |