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 | $36,041 | $165,584-78.2% | $142,942-74.8% | $137,256-73.7% |
| Participation rate | 73.3% | 80.1%-6.7pp | 76.8%-3.5pp | 80.0%-6.6pp |
| Annual return | 16.24% | 164.22%-148.0pp | 113.70%-97.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,135 | $4,725-54.8% | $4,139-48.4% | $4,156-48.6% |
| Participant deferral / active EE | $7,462 | $8,194-8.9% | $7,128+4.7% | $6,407+16.5% |
| Admin fee / account holder | $1,461 | $16,167-91.0% | $12,475-88.3% | $12,270-88.1% |