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 | $92,879 | $165,335-43.8% | $149,696-38.0% | $158,922-41.6% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 17.83% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,882 | $5,103-43.5% | $4,644-37.9% | $4,761-39.5% |
| Participant deferral / active EE | $7,513 | $7,181+4.6% | $6,842+9.8% | $5,982+25.6% |
| Admin fee / account holder | $648 | $10,807-94.0% | $9,309-93.0% | $11,246-94.2% |