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 | $90,690 | $176,056-48.5% | $159,436-43.1% | $167,490-45.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.82% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $3,371 | $5,297-36.4% | $4,829-30.2% | $4,837-30.3% |
| Participant deferral / active EE | $7,477 | $7,750-3.5% | $7,352+1.7% | $6,341+17.9% |
| Admin fee / account holder | $1,610 | $12,554-87.2% | $10,799-85.1% | $12,309-86.9% |