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 | $132,915 | $183,519-27.6% | $155,509-14.5% | $145,922-8.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.16% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,433 | $5,313-73.0% | $4,672-69.3% | $4,660-69.2% |
| Participant deferral / active EE | $6,098 | $6,462-5.6% | $5,626+8.4% | $6,688-8.8% |
| Admin fee / account holder | $4,491 | $19,313-76.7% | $15,912-71.8% | $13,397-66.5% |