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 | $54,746 | $159,602-65.7% | $150,045-63.5% | $142,382-61.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.51% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,633 | $4,961-67.1% | $4,693-65.2% | $4,299-62.0% |
| Participant deferral / active EE | $2,535 | $8,310-69.5% | $7,997-68.3% | $6,507-61.0% |
| Admin fee / account holder | $2,586 | $14,846-82.6% | $13,435-80.8% | $12,624-79.5% |