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 | $47,121 | $165,335-71.5% | $149,696-68.5% | $158,922-70.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 16.10% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,917 | $5,103-62.4% | $4,644-58.7% | $4,761-59.7% |
| Participant deferral / active EE | $8,203 | $7,181+14.2% | $6,842+19.9% | $5,982+37.1% |
| Admin fee / account holder | $12,101 | $10,807+12.0% | $9,309+30.0% | $11,246+7.6% |