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 | $72,952 | $159,901-54.4% | $146,958-50.4% | $145,922-50.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.60% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,414 | $5,286-54.3% | $4,933-51.1% | $4,660-48.2% |
| Participant deferral / active EE | $8,183 | $8,428-2.9% | $8,070+1.4% | $6,688+22.4% |
| Admin fee / account holder | $1,127 | $15,044-92.5% | $12,998-91.3% | $13,397-91.6% |