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 | $90,654 | $165,335-45.2% | $149,696-39.4% | $158,922-43.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 13.93% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,026 | $5,103-21.1% | $4,644-13.3% | $4,761-15.4% |
| Participant deferral / active EE | $5,840 | $7,181-18.7% | $6,842-14.6% | $5,982-2.4% |
| Admin fee / account holder | $3,139 | $10,807-71.0% | $9,309-66.3% | $11,246-72.1% |