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 | $47,342 | $165,335-71.4% | $149,696-68.4% | $158,922-70.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.57% | 348.15%-327.6pp | 276.60%-256.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,793 | $5,103-45.3% | $4,644-39.9% | $4,761-41.3% |
| Participant deferral / active EE | $6,416 | $7,181-10.7% | $6,842-6.2% | $5,982+7.3% |
| Admin fee / account holder | $456 | $10,807-95.8% | $9,309-95.1% | $11,246-95.9% |