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 8-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 | $121,903 | $201,272-39.4% | $184,203-33.8% | $145,922-16.5% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 17.33% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,159 | $7,022-55.0% | $6,427-50.9% | $4,660-32.2% |
| Participant deferral / active EE | $10,737 | $9,806+9.5% | $9,131+17.6% | $6,688+60.5% |
| Admin fee / account holder | $6,990 | $16,364-57.3% | $13,901-49.7% | $13,397-47.8% |