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 | $65,322 | $165,584-60.6% | $142,942-54.3% | $137,256-52.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 76.8%-1.8pp | 80.0%-5.0pp |
| Annual return | 15.95% | 164.22%-148.3pp | 113.70%-97.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,438 | $4,725-48.4% | $4,139-41.1% | $4,156-41.3% |
| Participant deferral / active EE | $3,919 | $8,194-52.2% | $7,128-45.0% | $6,407-38.8% |
| Admin fee / account holder | $1,399 | $16,167-91.3% | $12,475-88.8% | $12,270-88.6% |