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 | $76,333 | $165,335-53.8% | $149,696-49.0% | $158,922-52.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 9.27% | 348.15%-338.9pp | 276.60%-267.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,878 | $5,103-63.2% | $4,644-59.6% | $4,761-60.6% |
| Participant deferral / active EE | $2,935 | $7,181-59.1% | $6,842-57.1% | $5,982-50.9% |
| Admin fee / account holder | $430 | $10,807-96.0% | $9,309-95.4% | $11,246-96.2% |