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 | $52,949 | $165,335-68.0% | $149,696-64.6% | $158,922-66.7% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 20.11% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $4,006 | $5,103-21.5% | $4,644-13.7% | $4,761-15.9% |
| Participant deferral / active EE | $8,593 | $7,181+19.7% | $6,842+25.6% | $5,982+43.6% |
| Admin fee / account holder | $481 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |