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 | $69,666 | $165,335-57.9% | $149,696-53.5% | $158,922-56.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 17.31% | 348.15%-330.8pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,310 | $5,103-54.7% | $4,644-50.3% | $4,761-51.5% |
| Participant deferral / active EE | $6,717 | $7,181-6.5% | $6,842-1.8% | $5,982+12.3% |
| Admin fee / account holder | $325 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |