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 | $111,200 | $165,335-32.7% | $149,696-25.7% | $158,922-30.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 18.10% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,803 | $5,103-64.7% | $4,644-61.2% | $4,761-62.1% |
| Participant deferral / active EE | $9,629 | $7,181+34.1% | $6,842+40.7% | $5,982+61.0% |
| Admin fee / account holder | $528 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |