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 | $112,903 | $198,466-43.1% | $170,442-33.8% | $147,584-23.5% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 18.95% | 257.29%-238.3pp | 205.93%-187.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,343 | $6,184-78.3% | $5,433-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $3,302 | $5,629-41.3% | $4,939-33.2% | $5,439-39.3% |
| Admin fee / account holder | $3,212 | $16,852-80.9% | $13,880-76.9% | $10,885-70.5% |