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 | $38,826 | $159,602-75.7% | $150,045-74.1% | $142,382-72.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,788 | $4,961-23.6% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $7,697 | $8,310-7.4% | $7,997-3.8% | $6,507+18.3% |
| Admin fee / account holder | $64,083 | $14,846+331.6% | $13,435+377.0% | $12,624+407.6% |