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 | $62,389 | $165,335-62.3% | $149,696-58.3% | $158,922-60.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.98% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,598 | $5,103-29.5% | $4,644-22.5% | $4,761-24.4% |
| Participant deferral / active EE | $9,555 | $7,181+33.1% | $6,842+39.7% | $5,982+59.7% |
| Admin fee / account holder | $16,543 | $10,807+53.1% | $9,309+77.7% | $11,246+47.1% |