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 | $36,704 | $183,519-80.0% | $155,509-76.4% | $145,922-74.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.41% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,303 | $5,313-19.0% | $4,672-7.9% | $4,660-7.7% |
| Participant deferral / active EE | $2,542 | $6,462-60.7% | $5,626-54.8% | $6,688-62.0% |
| Admin fee / account holder | $498 | $19,313-97.4% | $15,912-96.9% | $13,397-96.3% |