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 | $75,500 | $165,335-54.3% | $149,696-49.6% | $158,922-52.5% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 9.79% | 348.15%-338.4pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,463 | $5,103-71.3% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $4,333 | $7,181-39.7% | $6,842-36.7% | $5,982-27.6% |
| Admin fee / account holder | $24,528 | $10,807+127.0% | $9,309+163.5% | $11,246+118.1% |