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 | $60,103 | $177,572-66.2% | $154,803-61.2% | $142,382-57.8% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 18.87% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,639 | $4,810-65.9% | $4,305-61.9% | $4,299-61.9% |
| Participant deferral / active EE | $5,942 | $6,272-5.2% | $5,540+7.3% | $6,507-8.7% |
| Admin fee / account holder | $3,048 | $16,786-81.8% | $14,329-78.7% | $12,624-75.9% |