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 | $64,496 | $177,572-63.7% | $154,803-58.3% | $142,382-54.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.85% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,625 | $4,810-66.2% | $4,305-62.3% | $4,299-62.2% |
| Participant deferral / active EE | $3,333 | $6,272-46.9% | $5,540-39.8% | $6,507-48.8% |
| Admin fee / account holder | $1,866 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |