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 | $63,369 | $217,402-70.9% | $185,823-65.9% | $167,490-62.2% |
| Participation rate | 79.2% | 86.0%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 14.00% | 148.36%-134.4pp | 122.05%-108.0pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,395 | $5,873-59.2% | $5,167-53.7% | $4,837-50.5% |
| Participant deferral / active EE | $6,488 | $6,356+2.1% | $5,568+16.5% | $6,341+2.3% |
| Admin fee / account holder | $2,231 | $19,811-88.7% | $16,237-86.3% | $12,309-81.9% |