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 | $55,117 | $176,056-68.7% | $159,436-65.4% | $167,490-67.1% |
| Participation rate | 70.8% | 84.9%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 14.08% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,707 | $5,297-48.9% | $4,829-44.0% | $4,837-44.0% |
| Participant deferral / active EE | $4,862 | $7,750-37.3% | $7,352-33.9% | $6,341-23.3% |
| Admin fee / account holder | $5,129 | $12,554-59.1% | $10,799-52.5% | $12,309-58.3% |