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 | $99,670 | $148,534-32.9% | $135,903-26.7% | $139,434-28.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 18.25% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,339 | $5,243-36.3% | $4,856-31.3% | $4,751-29.7% |
| Participant deferral / active EE | $11,817 | $8,100+45.9% | $7,758+52.3% | $6,710+76.1% |
| Admin fee / account holder | $1,005 | $12,400-91.9% | $10,762-90.7% | $11,403-91.2% |