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 | $69,563 | $228,332-69.5% | $185,823-62.6% | $158,922-56.2% |
| Participation rate | 70.6% | 82.3%-11.7pp | 78.0%-7.4pp | 82.0%-11.4pp |
| Annual return | 19.94% | 40.80%-20.9pp | 35.95%-16.0pp | 302.83%-282.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,223 | $6,415-3.0% | $5,632+10.5% | $5,982+4.0% |
| Admin fee / account holder | $466 | $11,864-96.1% | $9,500-95.1% | $11,246-95.9% |