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 | $69,194 | $159,901-56.7% | $146,958-52.9% | $145,922-52.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.66% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,406 | $5,286-35.6% | $4,933-30.9% | $4,660-26.9% |
| Participant deferral / active EE | $3,973 | $8,428-52.9% | $8,070-50.8% | $6,688-40.6% |
| Admin fee / account holder | $3,452 | $15,044-77.1% | $12,998-73.4% | $13,397-74.2% |