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 | $87,240 | $201,272-56.7% | $184,203-52.6% | $145,922-40.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 14.02% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,195 | $7,022-54.5% | $6,427-50.3% | $4,660-31.4% |
| Participant deferral / active EE | $4,708 | $9,806-52.0% | $9,131-48.4% | $6,688-29.6% |
| Admin fee / account holder | $4,021 | $16,364-75.4% | $13,901-71.1% | $13,397-70.0% |