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 | $122,641 | $176,056-30.3% | $159,436-23.1% | $167,490-26.8% |
| Participation rate | 76.2% | 84.9%-8.8pp | 82.8%-6.6pp | 82.1%-5.9pp |
| Annual return | 14.07% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,420 | $7,750-55.9% | $7,352-53.5% | $6,341-46.1% |
| Admin fee / account holder | $9,047 | $12,554-27.9% | $10,799-16.2% | $12,309-26.5% |