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 | $92,862 | $209,832-55.7% | $189,513-51.0% | $167,490-44.6% |
| Participation rate | 73.7% | 88.7%-15.0pp | 87.8%-14.1pp | 82.1%-8.4pp |
| Annual return | 11.54% | 748.27%-736.7pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,987 | $6,914-71.3% | $6,162-67.7% | $4,837-58.9% |
| Participant deferral / active EE | $5,519 | $8,935-38.2% | $8,221-32.9% | $6,341-13.0% |
| Admin fee / account holder | $1,312 | $14,293-90.8% | $12,045-89.1% | $12,309-89.3% |