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 | $105,309 | $165,335-36.3% | $149,696-29.7% | $158,922-33.7% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 14.26% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,829 | $5,103-44.6% | $4,644-39.1% | $4,761-40.6% |
| Participant deferral / active EE | $3,303 | $7,181-54.0% | $6,842-51.7% | $5,982-44.8% |
| Admin fee / account holder | $7,200 | $10,807-33.4% | $9,309-22.7% | $11,246-36.0% |