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 | $41,473 | $183,963-77.5% | $162,163-74.4% | $152,861-72.9% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.6%-9.0pp | 82.4%-3.9pp |
| Annual return | 27.73% | 150.76%-123.0pp | 115.59%-87.9pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,177 | $6,371-50.1% | $5,614-43.4% | $4,762-33.3% |
| Participant deferral / active EE | $4,497 | $8,034-44.0% | $7,298-38.4% | $5,850-23.1% |
| Admin fee / account holder | $870 | $13,121-93.4% | $10,843-92.0% | $11,596-92.5% |