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 | $79,540 | $217,402-63.4% | $185,823-57.2% | $167,490-52.5% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 9.15% | 148.36%-139.2pp | 122.05%-112.9pp | 478.56%-469.4pp |
| Employer contribution / active EE | $4,634 | $5,873-21.1% | $5,167-10.3% | $4,837-4.2% |
| Participant deferral / active EE | $4,176 | $6,356-34.3% | $5,568-25.0% | $6,341-34.1% |
| Admin fee / account holder | $5,317 | $19,811-73.2% | $16,237-67.3% | $12,309-56.8% |