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 | $35,866 | $148,534-75.9% | $135,903-73.6% | $139,434-74.3% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 17.17% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,117 | $5,243-59.6% | $4,856-56.4% | $4,751-55.4% |
| Participant deferral / active EE | $6,189 | $8,100-23.6% | $7,758-20.2% | $6,710-7.8% |
| Admin fee / account holder | $535 | $12,400-95.7% | $10,762-95.0% | $11,403-95.3% |