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 | $69,385 | $209,411-66.9% | $178,490-61.1% | $158,922-56.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.95% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,192 | $5,706-61.6% | $5,011-56.3% | $4,761-54.0% |
| Participant deferral / active EE | $3,241 | $5,954-45.6% | $5,202-37.7% | $5,982-45.8% |
| Admin fee / account holder | $1,729 | $17,074-89.9% | $13,984-87.6% | $11,246-84.6% |