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 | $40,518 | $165,335-75.5% | $149,696-72.9% | $158,922-74.5% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 17.27% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,872 | $5,103-63.3% | $4,644-59.7% | $4,761-60.7% |
| Participant deferral / active EE | $9,201 | $7,181+28.1% | $6,842+34.5% | $5,982+53.8% |
| Admin fee / account holder | $2,475 | $10,807-77.1% | $9,309-73.4% | $11,246-78.0% |