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 | $74,230 | $197,591-62.4% | $177,821-58.3% | $158,922-53.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.36% | 58.76%-43.4pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,394 | $6,697-64.2% | $5,918-59.5% | $4,761-49.7% |
| Participant deferral / active EE | $4,090 | $8,405-51.3% | $7,714-47.0% | $5,982-31.6% |
| Admin fee / account holder | $7,463 | $15,399-51.5% | $12,427-39.9% | $11,246-33.6% |