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 | $128,434 | $209,411-38.7% | $178,490-28.0% | $158,922-19.2% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 11.40% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,304 | $5,706-59.6% | $5,011-54.0% | $4,761-51.6% |
| Participant deferral / active EE | $4,206 | $5,954-29.4% | $5,202-19.1% | $5,982-29.7% |
| Admin fee / account holder | $418 | $17,074-97.5% | $13,984-97.0% | $11,246-96.3% |