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 | $63,797 | $165,335-61.4% | $149,696-57.4% | $158,922-59.9% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 17.38% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,300 | $5,103-54.9% | $4,644-50.5% | $4,761-51.7% |
| Participant deferral / active EE | $7,732 | $7,181+7.7% | $6,842+13.0% | $5,982+29.2% |
| Admin fee / account holder | $1,736 | $10,807-83.9% | $9,309-81.3% | $11,246-84.6% |