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 | $56,016 | $202,432-72.3% | $169,368-66.9% | $139,434-59.8% |
| Participation rate | 73.7% | 81.1%-7.4pp | 77.1%-3.5pp | 80.3%-6.6pp |
| Annual return | 16.57% | 531.74%-515.2pp | 405.60%-389.0pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,359 | $4,692-71.0% | $4,013-66.1% | $4,751-71.4% |
| Participant deferral / active EE | $3,661 | $6,938-47.2% | $6,221-41.2% | $6,710-45.4% |
| Admin fee / account holder | $1,096 | $10,708-89.8% | $9,003-87.8% | $11,403-90.4% |