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 | $27,464 | $165,335-83.4% | $149,696-81.7% | $158,922-82.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.89% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $18,800 | $5,103+268.4% | $4,644+304.8% | $4,761+294.9% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $18,687 | $10,807+72.9% | $9,309+100.7% | $11,246+66.2% |