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 | $63,359 | $202,432-68.7% | $169,368-62.6% | $139,434-54.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 17.92% | 531.74%-513.8pp | 405.60%-387.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,492 | $4,692-25.6% | $4,013-13.0% | $4,751-26.5% |
| Participant deferral / active EE | $11,299 | $6,938+62.9% | $6,221+81.6% | $6,710+68.4% |
| Admin fee / account holder | $4,458 | $10,708-58.4% | $9,003-50.5% | $11,403-60.9% |