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 | $46,024 | $165,335-72.2% | $149,696-69.3% | $158,922-71.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.23% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,602 | $5,103-29.4% | $4,644-22.4% | $4,761-24.3% |
| Participant deferral / active EE | $5,300 | $7,181-26.2% | $6,842-22.5% | $5,982-11.4% |
| Admin fee / account holder | $4,810 | $10,807-55.5% | $9,309-48.3% | $11,246-57.2% |