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 | $75,219 | $165,335-54.5% | $149,696-49.8% | $158,922-52.7% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 21.56% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $3,623 | $5,103-29.0% | $4,644-22.0% | $4,761-23.9% |
| Participant deferral / active EE | $7,062 | $7,181-1.7% | $6,842+3.2% | $5,982+18.0% |
| Admin fee / account holder | $502 | $10,807-95.4% | $9,309-94.6% | $11,246-95.5% |