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 | $135,893 | $176,056-22.8% | $159,436-14.8% | $167,490-18.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.45% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,306 | $5,297-75.3% | $4,829-73.0% | $4,837-73.0% |
| Participant deferral / active EE | $3,479 | $7,750-55.1% | $7,352-52.7% | $6,341-45.1% |
| Admin fee / account holder | $37,538 | $12,554+199.0% | $10,799+247.6% | $12,309+205.0% |