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 | $83,868 | $165,335-49.3% | $149,696-44.0% | $158,922-47.2% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 21.00% | 348.15%-327.1pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,217 | $5,103-76.2% | $4,644-73.8% | $4,761-74.4% |
| Participant deferral / active EE | $4,866 | $7,181-32.2% | $6,842-28.9% | $5,982-18.7% |
| Admin fee / account holder | $1,395 | $10,807-87.1% | $9,309-85.0% | $11,246-87.6% |