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 | $73,960 | $162,781-54.6% | $133,956-44.8% | $158,922-53.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 20.03% | 41.94%-21.9pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,799 | $4,975-43.7% | $3,919-28.6% | $4,761-41.2% |
| Participant deferral / active EE | $9,221 | $5,911+56.0% | $5,048+82.7% | $5,982+54.1% |
| Admin fee / account holder | $18,328 | $11,736+56.2% | $8,927+105.3% | $11,246+63.0% |