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 | $68,446 | $154,228-55.6% | $145,433-52.9% | $137,256-50.1% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,468 | $4,804-69.4% | $4,554-67.8% | $4,156-64.7% |
| Participant deferral / active EE | $3,636 | $8,216-55.7% | $7,897-54.0% | $6,407-43.2% |
| Admin fee / account holder | $463 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |