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 | $54,568 | $165,335-67.0% | $149,696-63.5% | $158,922-65.7% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 40.18% | 348.15%-308.0pp | 276.60%-236.4pp | 302.83%-262.6pp |
| Employer contribution / active EE | $2,411 | $5,103-52.7% | $4,644-48.1% | $4,761-49.4% |
| Participant deferral / active EE | $4,679 | $7,181-34.8% | $6,842-31.6% | $5,982-21.8% |
| Admin fee / account holder | $2,722 | $10,807-74.8% | $9,309-70.8% | $11,246-75.8% |