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 | $109,445 | $157,256-30.4% | $141,162-22.5% | $152,861-28.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 24.80% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,144 | $5,261-78.3% | $4,735-75.8% | $4,762-76.0% |
| Participant deferral / active EE | $3,328 | $7,109-53.2% | $6,709-50.4% | $5,850-43.1% |
| Admin fee / account holder | $46,856 | $12,120+286.6% | $10,261+356.6% | $11,596+304.1% |