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 | $114,696 | $183,963-37.7% | $162,163-29.3% | $152,861-25.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 14.68% | 150.76%-136.1pp | 115.59%-100.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,545 | $6,371-60.0% | $5,614-54.7% | $4,762-46.6% |
| Participant deferral / active EE | $4,452 | $8,034-44.6% | $7,298-39.0% | $5,850-23.9% |
| Admin fee / account holder | $1,512 | $13,121-88.5% | $10,843-86.1% | $11,596-87.0% |