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 | $71,750 | $197,591-63.7% | $177,821-59.7% | $158,922-54.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 28.65% | 58.76%-30.1pp | 48.32%-19.7pp | 302.83%-274.2pp |
| Employer contribution / active EE | $1,938 | $6,697-71.1% | $5,918-67.3% | $4,761-59.3% |
| Participant deferral / active EE | $6,237 | $8,405-25.8% | $7,714-19.1% | $5,982+4.3% |
| Admin fee / account holder | $2,366 | $15,399-84.6% | $12,427-81.0% | $11,246-79.0% |