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 | $94,771 | $165,335-42.7% | $149,696-36.7% | $158,922-40.4% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 28.83% | 348.15%-319.3pp | 276.60%-247.8pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,765 | $5,103-65.4% | $4,644-62.0% | $4,761-62.9% |
| Participant deferral / active EE | $6,998 | $7,181-2.5% | $6,842+2.3% | $5,982+17.0% |
| Admin fee / account holder | $45,255 | $10,807+318.8% | $9,309+386.2% | $11,246+302.4% |