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 | $67,364 | $133,922-49.7% | $116,228-42.0% | $142,382-52.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.6%+1.6pp | 80.1%-3.9pp |
| Annual return | 10.50% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.6pp |
| Employer contribution / active EE | $949 | $3,446-72.5% | $2,994-68.3% | $4,299-77.9% |
| Participant deferral / active EE | $2,712 | $5,672-52.2% | $4,953-45.2% | $6,507-58.3% |
| Admin fee / account holder | $15,135 | $14,945+1.3% | $11,989+26.2% | $12,624+19.9% |