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 | $79,753 | $172,111-53.7% | $150,298-46.9% | $137,256-41.9% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 13.67% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,760 | $4,636-18.9% | $4,154-9.5% | $4,156-9.5% |
| Participant deferral / active EE | $5,884 | $6,166-4.6% | $5,453+7.9% | $6,407-8.2% |
| Admin fee / account holder | $4,007 | $16,471-75.7% | $14,116-71.6% | $12,270-67.3% |