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 | $80,351 | $100,970-20.4% | $96,576-16.8% | $137,256-41.5% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 12.69% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,958 | $3,809+30.2% | $3,553+39.5% | $4,156+19.3% |
| Participant deferral / active EE | $8,396 | $8,286+1.3% | $7,956+5.5% | $6,407+31.1% |
| Admin fee / account holder | $41,756 | $11,312+269.1% | $11,381+266.9% | $12,270+240.3% |