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 | $59,073 | $183,592-67.8% | $155,567-62.0% | $145,959-59.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 13.18% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,381 | $5,315-74.0% | $4,674-70.5% | $4,661-70.4% |
| Participant deferral / active EE | $4,596 | $6,464-28.9% | $5,628-18.3% | $6,689-31.3% |
| Admin fee / account holder | $848 | $19,318-95.6% | $15,916-94.7% | $13,398-93.7% |