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 | $94,264 | $217,402-56.6% | $185,823-49.3% | $167,490-43.7% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 13.38% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,199 | $5,873-62.6% | $5,167-57.4% | $4,837-54.5% |
| Participant deferral / active EE | $3,573 | $6,356-43.8% | $5,568-35.8% | $6,341-43.7% |
| Admin fee / account holder | $2,009 | $19,811-89.9% | $16,237-87.6% | $12,309-83.7% |