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 | $58,082 | $202,318-71.3% | $172,739-66.4% | $152,861-62.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.79% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,851 | $5,856-68.4% | $5,143-64.0% | $4,762-61.1% |
| Participant deferral / active EE | $3,294 | $5,948-44.6% | $5,198-36.6% | $5,850-43.7% |
| Admin fee / account holder | $1,718 | $17,109-90.0% | $13,954-87.7% | $11,596-85.2% |