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 | $55,080 | $175,202-68.6% | $149,673-63.2% | $139,434-60.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.62% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,356 | $5,474-38.7% | $4,818-30.3% | $4,751-29.4% |
| Participant deferral / active EE | $7,432 | $6,519+14.0% | $5,680+30.8% | $6,710+10.8% |
| Admin fee / account holder | $842 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |