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 | $84,109 | $183,519-54.2% | $155,509-45.9% | $145,922-42.4% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 8.83% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,121 | $5,313-41.3% | $4,672-33.2% | $4,660-33.0% |
| Participant deferral / active EE | $6,356 | $6,462-1.7% | $5,626+13.0% | $6,688-5.0% |
| Admin fee / account holder | $56,638 | $19,313+193.3% | $15,912+255.9% | $13,397+322.8% |