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 | $35,107 | $165,335-78.8% | $149,696-76.5% | $158,922-77.9% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 17.55% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,390 | $5,103-53.2% | $4,644-48.5% | $4,761-49.8% |
| Participant deferral / active EE | $5,242 | $7,181-27.0% | $6,842-23.4% | $5,982-12.4% |
| Admin fee / account holder | $6,877 | $10,807-36.4% | $9,309-26.1% | $11,246-38.9% |