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 | $63,121 | $201,272-68.6% | $184,203-65.7% | $145,922-56.7% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 12.90% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,176 | $7,022-69.0% | $6,427-66.1% | $4,660-53.3% |
| Participant deferral / active EE | $5,516 | $9,806-43.7% | $9,131-39.6% | $6,688-17.5% |
| Admin fee / account holder | $530 | $16,364-96.8% | $13,901-96.2% | $13,397-96.0% |