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 | $102,084 | $217,402-53.0% | $185,823-45.1% | $167,490-39.1% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 13.38% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,590 | $5,873-38.9% | $5,167-30.5% | $4,837-25.8% |
| Participant deferral / active EE | $6,628 | $6,356+4.3% | $5,568+19.0% | $6,341+4.5% |
| Admin fee / account holder | $547 | $19,811-97.2% | $16,237-96.6% | $12,309-95.6% |