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 | $102,623 | $232,540-55.9% | $185,117-44.6% | $147,584-30.5% |
| Participation rate | 72.2% | 82.4%-10.1pp | 77.3%-5.0pp | 82.8%-10.6pp |
| Annual return | 22.90% | 43.03%-20.1pp | 40.50%-17.6pp | 578.55%-555.6pp |
| Employer contribution / active EE | $621 | $5,195-88.0% | $4,182-85.1% | $4,876-87.3% |
| Participant deferral / active EE | $5,168 | $5,834-11.4% | $5,045+2.4% | $5,439-5.0% |
| Admin fee / account holder | $13,668 | $10,275+33.0% | $8,159+67.5% | $10,885+25.6% |