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 | $71,550 | $177,572-59.7% | $154,803-53.8% | $142,382-49.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.60% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,045 | $4,810-57.5% | $4,305-52.5% | $4,299-52.4% |
| Participant deferral / active EE | $2,690 | $6,272-57.1% | $5,540-51.4% | $6,507-58.7% |
| Admin fee / account holder | $26,513 | $16,786+57.9% | $14,329+85.0% | $12,624+110.0% |