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 | $93,200 | $165,335-43.6% | $149,696-37.7% | $158,922-41.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.27% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,652 | $5,103-48.0% | $4,644-42.9% | $4,761-44.3% |
| Participant deferral / active EE | $8,202 | $7,181+14.2% | $6,842+19.9% | $5,982+37.1% |
| Admin fee / account holder | $20,432 | $10,807+89.1% | $9,309+119.5% | $11,246+81.7% |