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 | $90,749 | $165,335-45.1% | $149,696-39.4% | $158,922-42.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 11.05% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,366 | $5,103-73.2% | $4,644-70.6% | $4,761-71.3% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,851 | $10,807-82.9% | $9,309-80.1% | $11,246-83.5% |