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 | $79,234 | $217,402-63.6% | $185,823-57.4% | $167,490-52.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.12% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $7,590 | $5,873+29.2% | $5,167+46.9% | $4,837+56.9% |
| Participant deferral / active EE | $4,633 | $6,356-27.1% | $5,568-16.8% | $6,341-26.9% |
| Admin fee / account holder | $706 | $19,811-96.4% | $16,237-95.7% | $12,309-94.3% |