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 | $40,975 | $197,591-79.3% | $177,821-77.0% | $158,922-74.2% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 13.05% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,292 | $6,697-65.8% | $5,918-61.3% | $4,761-51.9% |
| Participant deferral / active EE | $3,787 | $8,405-54.9% | $7,714-50.9% | $5,982-36.7% |
| Admin fee / account holder | $1,400 | $15,399-90.9% | $12,427-88.7% | $11,246-87.5% |