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 | $41,813 | $165,335-74.7% | $149,696-72.1% | $158,922-73.7% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 35.82% | 348.15%-312.3pp | 276.60%-240.8pp | 302.83%-267.0pp |
| Employer contribution / active EE | $4,460 | $5,103-12.6% | $4,644-4.0% | $4,761-6.3% |
| Participant deferral / active EE | $9,030 | $7,181+25.7% | $6,842+32.0% | $5,982+50.9% |
| Admin fee / account holder | $4,819 | $10,807-55.4% | $9,309-48.2% | $11,246-57.1% |