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 | $75,570 | $114,381-33.9% | $107,525-29.7% | $142,382-46.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 16.73% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,179 | $4,015-45.7% | $3,754-41.9% | $4,299-49.3% |
| Participant deferral / active EE | $7,253 | $5,564+30.4% | $5,116+41.8% | $6,507+11.5% |
| Admin fee / account holder | $857 | $9,860-91.3% | $8,919-90.4% | $12,624-93.2% |