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 | $153,663 | $197,591-22.2% | $177,821-13.6% | $158,922-3.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 7.22% | 58.76%-51.5pp | 48.32%-41.1pp | 302.83%-295.6pp |
| Employer contribution / active EE | $3,564 | $6,697-46.8% | $5,918-39.8% | $4,761-25.2% |
| Participant deferral / active EE | $3,662 | $8,405-56.4% | $7,714-52.5% | $5,982-38.8% |
| Admin fee / account holder | $6,996 | $15,399-54.6% | $12,427-43.7% | $11,246-37.8% |