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 | $92,261 | $198,466-53.5% | $170,442-45.9% | $147,584-37.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.12% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,883 | $6,184-69.5% | $5,433-65.3% | $4,876-61.4% |
| Participant deferral / active EE | $2,624 | $5,629-53.4% | $4,939-46.9% | $5,439-51.8% |
| Admin fee / account holder | $3,414 | $16,852-79.7% | $13,880-75.4% | $10,885-68.6% |