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 | $69,539 | $176,056-60.5% | $159,436-56.4% | $167,490-58.5% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 20.26% | 331.75%-311.5pp | 263.57%-243.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,667 | $5,297-68.5% | $4,829-65.5% | $4,837-65.5% |
| Participant deferral / active EE | $3,391 | $7,750-56.3% | $7,352-53.9% | $6,341-46.5% |
| Admin fee / account holder | $18,684 | $12,554+48.8% | $10,799+73.0% | $12,309+51.8% |