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 | $69,166 | $209,411-67.0% | $178,490-61.2% | $158,922-56.5% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 15.12% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,028 | $5,706-64.5% | $5,011-59.5% | $4,761-57.4% |
| Participant deferral / active EE | $4,105 | $5,954-31.1% | $5,202-21.1% | $5,982-31.4% |
| Admin fee / account holder | $2,293 | $17,074-86.6% | $13,984-83.6% | $11,246-79.6% |