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 | $129,492 | $210,648-38.5% | $177,989-27.2% | $145,922-11.3% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 20.41% | 385.86%-365.5pp | 294.48%-274.1pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,966 | $4,565-13.1% | $3,949+0.4% | $4,660-14.9% |
| Participant deferral / active EE | $4,826 | $6,958-30.6% | $6,276-23.1% | $6,688-27.8% |
| Admin fee / account holder | $21,265 | $12,013+77.0% | $10,363+105.2% | $13,397+58.7% |