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 | $121,465 | $165,335-26.5% | $149,696-18.9% | $158,922-23.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 27.56% | 348.15%-320.6pp | 276.60%-249.0pp | 302.83%-275.3pp |
| Employer contribution / active EE | $3,201 | $5,103-37.3% | $4,644-31.1% | $4,761-32.8% |
| Participant deferral / active EE | $12,050 | $7,181+67.8% | $6,842+76.1% | $5,982+101.4% |
| Admin fee / account holder | $2,162 | $10,807-80.0% | $9,309-76.8% | $11,246-80.8% |