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 | $79,379 | $173,345-54.2% | $136,007-41.6% | $145,922-45.6% |
| Participation rate | 75.0% | 80.5%-5.5pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 22.67% | 1163.32%-1140.6pp | 579.32%-556.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $6,361 | $5,278+20.5% | $4,217+50.9% | $4,660+36.5% |
| Participant deferral / active EE | $12,377 | $8,699+42.3% | $7,025+76.2% | $6,688+85.1% |
| Admin fee / account holder | $65,449 | $9,954+557.5% | $6,858+854.3% | $13,397+388.5% |