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 | $71,583 | $183,519-61.0% | $155,509-54.0% | $145,922-50.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.05% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,293 | $5,313-75.7% | $4,672-72.3% | $4,660-72.3% |
| Participant deferral / active EE | $4,362 | $6,462-32.5% | $5,626-22.5% | $6,688-34.8% |
| Admin fee / account holder | $2,723 | $19,313-85.9% | $15,912-82.9% | $13,397-79.7% |