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 | $89,233 | $228,332-60.9% | $185,823-52.0% | $158,922-43.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 11.74% | 40.80%-29.1pp | 35.95%-24.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,233 | $4,967-34.9% | $4,087-20.9% | $4,761-32.1% |
| Participant deferral / active EE | $3,233 | $6,415-49.6% | $5,632-42.6% | $5,982-46.0% |
| Admin fee / account holder | $15,272 | $11,864+28.7% | $9,500+60.8% | $11,246+35.8% |