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 | $90,660 | $165,335-45.2% | $149,696-39.4% | $158,922-43.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.70% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $4,833 | $5,103-5.3% | $4,644+4.1% | $4,761+1.5% |
| Participant deferral / active EE | $3,753 | $7,181-47.7% | $6,842-45.1% | $5,982-37.3% |
| Admin fee / account holder | $1,842 | $10,807-83.0% | $9,309-80.2% | $11,246-83.6% |