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 | $103,740 | $165,335-37.3% | $149,696-30.7% | $158,922-34.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 16.78% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,429 | $5,103-32.8% | $4,644-26.2% | $4,761-28.0% |
| Participant deferral / active EE | $8,582 | $7,181+19.5% | $6,842+25.4% | $5,982+43.5% |
| Admin fee / account holder | $3,158 | $10,807-70.8% | $9,309-66.1% | $11,246-71.9% |