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 | $52,551 | $165,335-68.2% | $149,696-64.9% | $158,922-66.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 16.64% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,134 | $5,103-58.2% | $4,644-54.0% | $4,761-55.2% |
| Participant deferral / active EE | $4,404 | $7,181-38.7% | $6,842-35.6% | $5,982-26.4% |
| Admin fee / account holder | $1,449 | $10,807-86.6% | $9,309-84.4% | $11,246-87.1% |