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 | $28,981 | $165,335-82.5% | $149,696-80.6% | $158,922-81.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 14.31% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,177 | $5,103-57.3% | $4,644-53.1% | $4,761-54.3% |
| Participant deferral / active EE | $5,957 | $7,181-17.0% | $6,842-12.9% | $5,982-0.4% |
| Admin fee / account holder | $5,219 | $10,807-51.7% | $9,309-43.9% | $11,246-53.6% |