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 | $70,891 | $162,781-56.4% | $133,956-47.1% | $158,922-55.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 7.15% | 41.94%-34.8pp | 45.09%-37.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,438 | $4,975-51.0% | $3,919-37.8% | $4,761-48.8% |
| Participant deferral / active EE | $2,513 | $5,911-57.5% | $5,048-50.2% | $5,982-58.0% |
| Admin fee / account holder | $14,985 | $11,736+27.7% | $8,927+67.9% | $11,246+33.3% |