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 | $69,191 | $198,466-65.1% | $170,442-59.4% | $147,584-53.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 23.34% | 257.29%-234.0pp | 205.93%-182.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,435 | $6,184-60.6% | $5,433-55.2% | $4,876-50.1% |
| Participant deferral / active EE | $5,488 | $5,629-2.5% | $4,939+11.1% | $5,439+0.9% |
| Admin fee / account holder | $1,885 | $16,852-88.8% | $13,880-86.4% | $10,885-82.7% |