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 | $63,687 | $165,335-61.5% | $149,696-57.5% | $158,922-59.9% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 19.81% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,102 | $7,181+12.8% | $6,842+18.4% | $5,982+35.4% |
| Admin fee / account holder | $955 | $10,807-91.2% | $9,309-89.7% | $11,246-91.5% |