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 | $45,728 | $165,335-72.3% | $149,696-69.5% | $158,922-71.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 29.90% | 348.15%-318.2pp | 276.60%-246.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $4,083 | $5,103-20.0% | $4,644-12.1% | $4,761-14.3% |
| Participant deferral / active EE | $10,947 | $7,181+52.4% | $6,842+60.0% | $5,982+83.0% |
| Admin fee / account holder | $8,034 | $10,807-25.7% | $9,309-13.7% | $11,246-28.6% |