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 | $105,104 | $165,335-36.4% | $149,696-29.8% | $158,922-33.9% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 13.75% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $12,547 | $5,103+145.9% | $4,644+170.2% | $4,761+163.5% |
| Participant deferral / active EE | $7,559 | $7,181+5.3% | $6,842+10.5% | $5,982+26.4% |
| Admin fee / account holder | $1,107 | $10,807-89.8% | $9,309-88.1% | $11,246-90.2% |