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 | $93,371 | $159,602-41.5% | $150,045-37.8% | $142,382-34.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 54.58% | 70.24%-15.7pp | 62.55%-8.0pp | 217.08%-162.5pp |
| Employer contribution / active EE | $1,220 | $4,961-75.4% | $4,693-74.0% | $4,299-71.6% |
| Participant deferral / active EE | $2,891 | $8,310-65.2% | $7,997-63.8% | $6,507-55.6% |
| Admin fee / account holder | $349 | $14,846-97.7% | $13,435-97.4% | $12,624-97.2% |