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 | $123,036 | $165,335-25.6% | $149,696-17.8% | $158,922-22.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.19% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,363 | $5,103-53.7% | $4,644-49.1% | $4,761-50.4% |
| Participant deferral / active EE | $8,262 | $7,181+15.0% | $6,842+20.8% | $5,982+38.1% |
| Admin fee / account holder | $3,355 | $10,807-69.0% | $9,309-64.0% | $11,246-70.2% |