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 | $109,114 | $183,963-40.7% | $162,163-32.7% | $152,861-28.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 33.25% | 150.76%-117.5pp | 115.59%-82.3pp | 345.32%-312.1pp |
| Employer contribution / active EE | $2,524 | $6,371-60.4% | $5,614-55.0% | $4,762-47.0% |
| Participant deferral / active EE | $5,292 | $8,034-34.1% | $7,298-27.5% | $5,850-9.5% |
| Admin fee / account holder | $4,211 | $13,121-67.9% | $10,843-61.2% | $11,596-63.7% |