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 | $73,109 | $165,335-55.8% | $149,696-51.2% | $158,922-54.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 26.12% | 348.15%-322.0pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $948 | $5,103-81.4% | $4,644-79.6% | $4,761-80.1% |
| Participant deferral / active EE | $4,130 | $7,181-42.5% | $6,842-39.6% | $5,982-31.0% |
| Admin fee / account holder | $4,304 | $10,807-60.2% | $9,309-53.8% | $11,246-61.7% |