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 | $64,932 | $165,335-60.7% | $149,696-56.6% | $158,922-59.1% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 19.45% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,838 | $5,103-44.4% | $4,644-38.9% | $4,761-40.4% |
| Participant deferral / active EE | $9,305 | $7,181+29.6% | $6,842+36.0% | $5,982+55.5% |
| Admin fee / account holder | $10,082 | $10,807-6.7% | $9,309+8.3% | $11,246-10.4% |