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 | $38,967 | $165,335-76.4% | $149,696-74.0% | $158,922-75.5% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 15.68% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,512 | $5,103-70.4% | $4,644-67.4% | $4,761-68.2% |
| Participant deferral / active EE | $3,034 | $7,181-57.8% | $6,842-55.7% | $5,982-49.3% |
| Admin fee / account holder | $3,594 | $10,807-66.7% | $9,309-61.4% | $11,246-68.0% |