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 | $75,763 | $197,591-61.7% | $177,821-57.4% | $158,922-52.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 13.35% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $4,272 | $6,697-36.2% | $5,918-27.8% | $4,761-10.3% |
| Participant deferral / active EE | $4,273 | $8,405-49.2% | $7,714-44.6% | $5,982-28.6% |
| Admin fee / account holder | $1,853 | $15,399-88.0% | $12,427-85.1% | $11,246-83.5% |