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 | $34,149 | $180,449-81.1% | $154,107-77.8% | $135,375-74.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 3.15% | 888.09%-884.9pp | 735.12%-732.0pp | 519.73%-516.6pp |
| Employer contribution / active EE | $3,687 | $6,035-38.9% | $5,298-30.4% | $4,779-22.9% |
| Participant deferral / active EE | $7,244 | $5,806+24.8% | $5,081+42.6% | $5,609+29.2% |
| Admin fee / account holder | $1,760 | $16,143-89.1% | $13,411-86.9% | $10,827-83.7% |