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 | $39,658 | $217,402-81.8% | $185,823-78.7% | $167,490-76.3% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 14.82% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,664 | $5,873-54.6% | $5,167-48.4% | $4,837-44.9% |
| Participant deferral / active EE | $5,543 | $6,356-12.8% | $5,568-0.4% | $6,341-12.6% |
| Admin fee / account holder | $557 | $19,811-97.2% | $16,237-96.6% | $12,309-95.5% |