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 | $86,667 | $198,466-56.3% | $170,442-49.2% | $147,584-41.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.29% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,235 | $6,184-47.7% | $5,433-40.5% | $4,876-33.7% |
| Participant deferral / active EE | $6,803 | $5,629+20.8% | $4,939+37.7% | $5,439+25.1% |
| Admin fee / account holder | $1,105 | $16,852-93.4% | $13,880-92.0% | $10,885-89.9% |