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 | $159,602-62.7% | $150,045-60.4% | $142,382-58.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 14.91% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,058 | $4,961-78.7% | $4,693-77.5% | $4,299-75.4% |
| Participant deferral / active EE | $2,922 | $8,310-64.8% | $7,997-63.5% | $6,507-55.1% |
| Admin fee / account holder | $341 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |