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 | $67,321 | $209,411-67.9% | $178,490-62.3% | $158,922-57.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 9.30% | 188.75%-179.4pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,916 | $5,706-48.9% | $5,011-41.8% | $4,761-38.7% |
| Participant deferral / active EE | $7,132 | $5,954+19.8% | $5,202+37.1% | $5,982+19.2% |
| Admin fee / account holder | $1,046 | $17,074-93.9% | $13,984-92.5% | $11,246-90.7% |