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 | $95,340 | $176,056-45.8% | $159,436-40.2% | $167,490-43.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.49% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,812 | $5,297-46.9% | $4,829-41.8% | $4,837-41.9% |
| Participant deferral / active EE | $6,540 | $7,750-15.6% | $7,352-11.0% | $6,341+3.1% |
| Admin fee / account holder | $7,692 | $12,554-38.7% | $10,799-28.8% | $12,309-37.5% |