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 | $42,490 | $165,335-74.3% | $149,696-71.6% | $158,922-73.3% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 10.65% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,041 | $5,103-40.4% | $4,644-34.5% | $4,761-36.1% |
| Participant deferral / active EE | $5,791 | $7,181-19.4% | $6,842-15.4% | $5,982-3.2% |
| Admin fee / account holder | $9,600 | $10,807-11.2% | $9,309+3.1% | $11,246-14.6% |