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 | $79,443 | $226,064-64.9% | $182,532-56.5% | $152,861-48.0% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.0%-8.0pp | 82.4%-12.4pp |
| Annual return | 19.99% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,444 | $4,978-71.0% | $4,076-64.6% | $4,762-69.7% |
| Participant deferral / active EE | $1,758 | $6,368-72.4% | $5,524-68.2% | $5,850-69.9% |
| Admin fee / account holder | $6,170 | $10,703-42.4% | $8,592-28.2% | $11,596-46.8% |