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 | $91,022 | $198,466-54.1% | $170,442-46.6% | $147,584-38.3% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 22.59% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,430 | $6,184-76.9% | $5,433-73.7% | $4,876-70.7% |
| Participant deferral / active EE | $4,920 | $5,629-12.6% | $4,939-0.4% | $5,439-9.5% |
| Admin fee / account holder | $1,794 | $16,852-89.4% | $13,880-87.1% | $10,885-83.5% |