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 | $56,214 | $209,411-73.2% | $178,490-68.5% | $158,922-64.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 138.00% | 188.75%-50.8pp | 151.07%-13.1pp | 302.83%-164.8pp |
| Employer contribution / active EE | $2,469 | $5,706-56.7% | $5,011-50.7% | $4,761-48.2% |
| Participant deferral / active EE | $2,535 | $5,954-57.4% | $5,202-51.3% | $5,982-57.6% |
| Admin fee / account holder | $1,314 | $17,074-92.3% | $13,984-90.6% | $11,246-88.3% |