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 | $87,573 | $176,056-50.3% | $159,436-45.1% | $167,490-47.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.82% | 331.75%-313.9pp | 263.57%-245.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $7,382 | $5,297+39.4% | $4,829+52.9% | $4,837+52.6% |
| Participant deferral / active EE | $6,048 | $7,750-22.0% | $7,352-17.7% | $6,341-4.6% |
| Admin fee / account holder | $5,421 | $12,554-56.8% | $10,799-49.8% | $12,309-56.0% |