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 | $68,313 | $165,335-58.7% | $149,696-54.4% | $158,922-57.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 10.33% | 348.15%-337.8pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,119 | $5,103-19.3% | $4,644-11.3% | $4,761-13.5% |
| Participant deferral / active EE | $2,478 | $7,181-65.5% | $6,842-63.8% | $5,982-58.6% |
| Admin fee / account holder | $2,448 | $10,807-77.3% | $9,309-73.7% | $11,246-78.2% |