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 | $74,377 | $165,335-55.0% | $149,696-50.3% | $158,922-53.2% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 15.71% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,236 | $5,103-56.2% | $4,644-51.9% | $4,761-53.0% |
| Participant deferral / active EE | $5,338 | $7,181-25.7% | $6,842-22.0% | $5,982-10.8% |
| Admin fee / account holder | $2,992 | $10,807-72.3% | $9,309-67.9% | $11,246-73.4% |