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 | $55,368 | $165,335-66.5% | $149,696-63.0% | $158,922-65.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.88% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,737 | $5,103-66.0% | $4,644-62.6% | $4,761-63.5% |
| Participant deferral / active EE | $6,625 | $7,181-7.7% | $6,842-3.2% | $5,982+10.7% |
| Admin fee / account holder | $338 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |