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 | $143,916 | $201,272-28.5% | $184,203-21.9% | $145,922-1.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 14.94% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,728 | $7,022-61.1% | $6,427-57.6% | $4,660-41.4% |
| Participant deferral / active EE | $3,108 | $9,806-68.3% | $9,131-66.0% | $6,688-53.5% |
| Admin fee / account holder | $1,556 | $16,364-90.5% | $13,901-88.8% | $13,397-88.4% |