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 | $34,586 | $165,335-79.1% | $149,696-76.9% | $158,922-78.2% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 14.80% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,673 | $5,103-47.6% | $4,644-42.4% | $4,761-43.9% |
| Participant deferral / active EE | $6,646 | $7,181-7.5% | $6,842-2.9% | $5,982+11.1% |
| Admin fee / account holder | $4,340 | $10,807-59.8% | $9,309-53.4% | $11,246-61.4% |