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 | $53,388 | $217,402-75.4% | $185,823-71.3% | $167,490-68.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.88% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,880 | $5,873-68.0% | $5,167-63.6% | $4,837-61.1% |
| Participant deferral / active EE | $4,169 | $6,356-34.4% | $5,568-25.1% | $6,341-34.3% |
| Admin fee / account holder | $349 | $19,811-98.2% | $16,237-97.9% | $12,309-97.2% |