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 | $72,833 | $165,335-55.9% | $149,696-51.3% | $158,922-54.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.96% | 348.15%-330.2pp | 276.60%-258.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $5,901 | $5,103+15.6% | $4,644+27.1% | $4,761+23.9% |
| Participant deferral / active EE | $12,119 | $7,181+68.8% | $6,842+77.1% | $5,982+102.6% |
| Admin fee / account holder | $813 | $10,807-92.5% | $9,309-91.3% | $11,246-92.8% |