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 | $51,162 | $197,591-74.1% | $177,821-71.2% | $158,922-67.8% |
| Participation rate | 70.6% | 88.5%-18.0pp | 87.7%-17.1pp | 82.0%-11.4pp |
| Annual return | 18.15% | 58.76%-40.6pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,214 | $6,697-66.9% | $5,918-62.6% | $4,761-53.5% |
| Participant deferral / active EE | $5,965 | $8,405-29.0% | $7,714-22.7% | $5,982-0.3% |
| Admin fee / account holder | $2,833 | $15,399-81.6% | $12,427-77.2% | $11,246-74.8% |