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 | $85,114 | $209,411-59.4% | $178,490-52.3% | $158,922-46.4% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 15.07% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,644 | $5,706-71.2% | $5,011-67.2% | $4,761-65.5% |
| Participant deferral / active EE | $4,882 | $5,954-18.0% | $5,202-6.2% | $5,982-18.4% |
| Admin fee / account holder | $16,310 | $17,074-4.5% | $13,984+16.6% | $11,246+45.0% |