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 | $95,647 | $198,466-51.8% | $170,442-43.9% | $147,584-35.2% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 11.90% | 257.29%-245.4pp | 205.93%-194.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,526 | $5,629-55.1% | $4,939-48.9% | $5,439-53.6% |
| Admin fee / account holder | $8,160 | $16,852-51.6% | $13,880-41.2% | $10,885-25.0% |