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 | $68,008 | $165,335-58.9% | $149,696-54.6% | $158,922-57.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.68% | 348.15%-323.5pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,948 | $5,103-42.2% | $4,644-36.5% | $4,761-38.1% |
| Participant deferral / active EE | $7,299 | $7,181+1.6% | $6,842+6.7% | $5,982+22.0% |
| Admin fee / account holder | $1,648 | $10,807-84.7% | $9,309-82.3% | $11,246-85.3% |