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 | $82,891 | $165,335-49.9% | $149,696-44.6% | $158,922-47.8% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 11.28% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,161 | $5,103-77.3% | $4,644-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $3,319 | $7,181-53.8% | $6,842-51.5% | $5,982-44.5% |
| Admin fee / account holder | $1,550 | $10,807-85.7% | $9,309-83.3% | $11,246-86.2% |