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 | $59,166 | $198,466-70.2% | $170,442-65.3% | $147,584-59.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.27% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,324 | $6,184-78.6% | $5,433-75.6% | $4,876-72.8% |
| Participant deferral / active EE | $3,644 | $5,629-35.3% | $4,939-26.2% | $5,439-33.0% |
| Admin fee / account holder | $1,221 | $16,852-92.8% | $13,880-91.2% | $10,885-88.8% |