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 | $64,566 | $165,335-60.9% | $149,696-56.9% | $158,922-59.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.97% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $973 | $5,103-80.9% | $4,644-79.1% | $4,761-79.6% |
| Participant deferral / active EE | $11,723 | $7,181+63.2% | $6,842+71.3% | $5,982+96.0% |
| Admin fee / account holder | $1,214 | $10,807-88.8% | $9,309-87.0% | $11,246-89.2% |