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 | $57,109 | $217,402-73.7% | $185,823-69.3% | $167,490-65.9% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.45% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,313 | $5,873-77.6% | $5,167-74.6% | $4,837-72.9% |
| Participant deferral / active EE | $6,821 | $6,356+7.3% | $5,568+22.5% | $6,341+7.6% |
| Admin fee / account holder | $303 | $19,811-98.5% | $16,237-98.1% | $12,309-97.5% |