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 | $66,366 | $165,335-59.9% | $149,696-55.7% | $158,922-58.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.37% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,661 | $5,103-47.9% | $4,644-42.7% | $4,761-44.1% |
| Participant deferral / active EE | $6,156 | $7,181-14.3% | $6,842-10.0% | $5,982+2.9% |
| Admin fee / account holder | $8,225 | $10,807-23.9% | $9,309-11.6% | $11,246-26.9% |