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 | $70,910 | $159,602-55.6% | $150,045-52.7% | $142,382-50.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.53% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,273 | $4,961-54.2% | $4,693-51.6% | $4,299-47.1% |
| Participant deferral / active EE | $5,628 | $8,310-32.3% | $7,997-29.6% | $6,507-13.5% |
| Admin fee / account holder | $1,749 | $14,846-88.2% | $13,435-87.0% | $12,624-86.1% |