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 | $113,182 | $217,402-47.9% | $185,823-39.1% | $167,490-32.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 33.83% | 148.36%-114.5pp | 122.05%-88.2pp | 478.56%-444.7pp |
| Employer contribution / active EE | $2,669 | $5,873-54.6% | $5,167-48.3% | $4,837-44.8% |
| Participant deferral / active EE | $3,838 | $6,356-39.6% | $5,568-31.1% | $6,341-39.5% |
| Admin fee / account holder | $515 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |