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 | $72,441 | $165,335-56.2% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.69% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,705 | $5,103-47.0% | $4,644-41.8% | $4,761-43.2% |
| Participant deferral / active EE | $8,682 | $7,181+20.9% | $6,842+26.9% | $5,982+45.1% |
| Admin fee / account holder | $26,063 | $10,807+141.2% | $9,309+180.0% | $11,246+131.8% |