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 | $56,918 | $165,335-65.6% | $149,696-62.0% | $158,922-64.2% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 15.41% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,879 | $5,103-63.2% | $4,644-59.6% | $4,761-60.5% |
| Participant deferral / active EE | $2,750 | $7,181-61.7% | $6,842-59.8% | $5,982-54.0% |
| Admin fee / account holder | $532 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |