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 | $52,704 | $165,335-68.1% | $149,696-64.8% | $158,922-66.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.38% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,950 | $5,103-61.8% | $4,644-58.0% | $4,761-59.0% |
| Participant deferral / active EE | $4,197 | $7,181-41.6% | $6,842-38.7% | $5,982-29.8% |
| Admin fee / account holder | $2,875 | $10,807-73.4% | $9,309-69.1% | $11,246-74.4% |