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 | $103,323 | $209,411-50.7% | $178,490-42.1% | $158,922-35.0% |
| Participation rate | 76.2% | 86.3%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 14.22% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,337 | $5,706-59.1% | $5,011-53.4% | $4,761-50.9% |
| Participant deferral / active EE | $2,629 | $5,954-55.8% | $5,202-49.5% | $5,982-56.1% |
| Admin fee / account holder | $9,682 | $17,074-43.3% | $13,984-30.8% | $11,246-13.9% |