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 | $62,891 | $215,361-70.8% | $171,082-63.2% | $273,961-77.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.46% | 25.14%-16.7pp | 32.56%-24.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $988 | $4,967-80.1% | $4,002-75.3% | $4,869-79.7% |
| Participant deferral / active EE | $4,025 | $5,543-27.4% | $4,797-16.1% | $5,287-23.9% |
| Admin fee / account holder | $1,130 | $10,846-89.6% | $8,520-86.7% | $10,132-88.8% |