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 | $26,525 | $165,335-84.0% | $149,696-82.3% | $158,922-83.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 13.19% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,080 | $5,103-78.8% | $4,644-76.7% | $4,761-77.3% |
| Participant deferral / active EE | $2,990 | $7,181-58.4% | $6,842-56.3% | $5,982-50.0% |
| Admin fee / account holder | $8,673 | $10,807-19.7% | $9,309-6.8% | $11,246-22.9% |