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 | $96,047 | $159,602-39.8% | $150,045-36.0% | $142,382-32.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.49% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,373 | $4,961-72.3% | $4,693-70.8% | $4,299-68.1% |
| Participant deferral / active EE | $7,039 | $8,310-15.3% | $7,997-12.0% | $6,507+8.2% |
| Admin fee / account holder | $450 | $14,846-97.0% | $13,435-96.6% | $12,624-96.4% |