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 | $59,493 | $154,228-61.4% | $145,433-59.1% | $137,256-56.7% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 14.91% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,058 | $4,804-78.0% | $4,554-76.8% | $4,156-74.6% |
| Participant deferral / active EE | $2,922 | $8,216-64.4% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $341 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |