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 | $67,237 | $198,466-66.1% | $170,442-60.6% | $147,584-54.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 12.41% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,065 | $6,184-50.4% | $5,433-43.6% | $4,876-37.1% |
| Participant deferral / active EE | $4,305 | $5,629-23.5% | $4,939-12.9% | $5,439-20.9% |
| Admin fee / account holder | $8,104 | $16,852-51.9% | $13,880-41.6% | $10,885-25.6% |