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 | $76,229 | $201,272-62.1% | $184,203-58.6% | $145,922-47.8% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 12.32% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,601 | $7,022-63.0% | $6,427-59.5% | $4,660-44.2% |
| Participant deferral / active EE | $3,606 | $9,806-63.2% | $9,131-60.5% | $6,688-46.1% |
| Admin fee / account holder | $627 | $16,364-96.2% | $13,901-95.5% | $13,397-95.3% |