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 | $71,840 | $177,572-59.5% | $154,803-53.6% | $142,382-49.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.22% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,124 | $4,810-55.9% | $4,305-50.7% | $4,299-50.6% |
| Participant deferral / active EE | $4,591 | $6,272-26.8% | $5,540-17.1% | $6,507-29.4% |
| Admin fee / account holder | $2,171 | $16,786-87.1% | $14,329-84.8% | $12,624-82.8% |