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 | $69,045 | $165,984-58.4% | $164,813-58.1% | $145,922-52.7% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 10.83% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,269 | $6,959-53.0% | $6,031-45.8% | $6,688-51.1% |
| Admin fee / account holder | $15,851 | $16,648-4.8% | $12,690+24.9% | $13,397+18.3% |