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 | $63,369 | $165,335-61.7% | $149,696-57.7% | $158,922-60.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.17% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,463 | $5,103-32.1% | $4,644-25.4% | $4,761-27.3% |
| Participant deferral / active EE | $6,988 | $7,181-2.7% | $6,842+2.1% | $5,982+16.8% |
| Admin fee / account holder | $6,093 | $10,807-43.6% | $9,309-34.5% | $11,246-45.8% |