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 | $47,184 | $165,335-71.5% | $149,696-68.5% | $158,922-70.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.39% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,038 | $5,103-60.1% | $4,644-56.1% | $4,761-57.2% |
| Participant deferral / active EE | $4,491 | $7,181-37.5% | $6,842-34.4% | $5,982-24.9% |
| Admin fee / account holder | $2,019 | $10,807-81.3% | $9,309-78.3% | $11,246-82.0% |