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 | $61,437 | $214,378-71.3% | $200,582-69.4% | $142,382-56.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 19.54% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,654 | $6,841-46.6% | $6,419-43.1% | $4,299-15.0% |
| Participant deferral / active EE | $15,715 | $9,865+59.3% | $9,331+68.4% | $6,507+141.5% |
| Admin fee / account holder | $35,968 | $17,692+103.3% | $16,305+120.6% | $12,624+184.9% |