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 | $81,303 | $165,335-50.8% | $149,696-45.7% | $158,922-48.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.91% | 348.15%-332.2pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,404 | $5,103-52.9% | $4,644-48.2% | $4,761-49.5% |
| Participant deferral / active EE | $6,904 | $7,181-3.9% | $6,842+0.9% | $5,982+15.4% |
| Admin fee / account holder | $375 | $10,807-96.5% | $9,309-96.0% | $11,246-96.7% |