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 | $64,720 | $165,335-60.9% | $149,696-56.8% | $158,922-59.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 10.60% | 348.15%-337.5pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,220 | $5,103-56.5% | $4,644-52.2% | $4,761-53.4% |
| Participant deferral / active EE | $5,424 | $7,181-24.5% | $6,842-20.7% | $5,982-9.3% |
| Admin fee / account holder | $2,024 | $10,807-81.3% | $9,309-78.3% | $11,246-82.0% |