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 | $96,604 | $176,056-45.1% | $159,436-39.4% | $167,490-42.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.19% | 331.75%-312.6pp | 263.57%-244.4pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,324 | $5,297-75.0% | $4,829-72.6% | $4,837-72.6% |
| Participant deferral / active EE | $3,501 | $7,750-54.8% | $7,352-52.4% | $6,341-44.8% |
| Admin fee / account holder | $34,272 | $12,554+173.0% | $10,799+217.4% | $12,309+178.4% |