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 | $47,101 | $165,335-71.5% | $149,696-68.5% | $158,922-70.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.03% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,478 | $5,103-51.4% | $4,644-46.6% | $4,761-48.0% |
| Participant deferral / active EE | $4,570 | $7,181-36.4% | $6,842-33.2% | $5,982-23.6% |
| Admin fee / account holder | $1,271 | $10,807-88.2% | $9,309-86.3% | $11,246-88.7% |