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 | $62,006 | $165,335-62.5% | $149,696-58.6% | $158,922-61.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 8.58% | 348.15%-339.6pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,933 | $5,103-62.1% | $4,644-58.4% | $4,761-59.4% |
| Participant deferral / active EE | $5,648 | $7,181-21.3% | $6,842-17.4% | $5,982-5.6% |
| Admin fee / account holder | $54,536 | $10,807+404.7% | $9,309+485.9% | $11,246+384.9% |