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 | $80,228 | $165,335-51.5% | $149,696-46.4% | $158,922-49.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 13.63% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,083 | $5,103-78.8% | $4,644-76.7% | $4,761-77.2% |
| Participant deferral / active EE | $2,634 | $7,181-63.3% | $6,842-61.5% | $5,982-56.0% |
| Admin fee / account holder | $11,504 | $10,807+6.5% | $9,309+23.6% | $11,246+2.3% |