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 | $60,568 | $198,466-69.5% | $170,442-64.5% | $147,584-59.0% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 16.38% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,164 | $6,184-65.0% | $5,433-60.2% | $4,876-55.6% |
| Participant deferral / active EE | $4,810 | $5,629-14.6% | $4,939-2.6% | $5,439-11.6% |
| Admin fee / account holder | $6,542 | $16,852-61.2% | $13,880-52.9% | $10,885-39.9% |