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 | $53,407 | $106,584-49.9% | $101,326-47.3% | $142,382-62.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 36.02% | 36.93%-0.9pp | 36.82%-0.8pp | 217.08%-181.1pp |
| Employer contribution / active EE | $2,876 | $3,956-27.3% | $3,665-21.5% | $4,299-33.1% |
| Participant deferral / active EE | $5,414 | $8,297-34.7% | $7,994-32.3% | $6,507-16.8% |
| Admin fee / account holder | $604 | $11,446-94.7% | $11,185-94.6% | $12,624-95.2% |