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 | $73,341 | $159,901-54.1% | $146,958-50.1% | $145,922-49.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 16.42% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,838 | $5,286-27.4% | $4,933-22.2% | $4,660-17.6% |
| Participant deferral / active EE | $9,859 | $8,428+17.0% | $8,070+22.2% | $6,688+47.4% |
| Admin fee / account holder | $5,674 | $15,044-62.3% | $12,998-56.4% | $13,397-57.7% |