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 | $74,567 | $159,901-53.4% | $146,958-49.3% | $145,922-48.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.77% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,083 | $5,286-60.6% | $4,933-57.8% | $4,660-55.3% |
| Participant deferral / active EE | $3,602 | $8,428-57.3% | $8,070-55.4% | $6,688-46.1% |
| Admin fee / account holder | $13,062 | $15,044-13.2% | $12,998+0.5% | $13,397-2.5% |