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 | $69,391 | $209,411-66.9% | $178,490-61.1% | $158,922-56.3% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 15.15% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,971 | $5,706-65.5% | $5,011-60.7% | $4,761-58.6% |
| Participant deferral / active EE | $5,884 | $5,954-1.2% | $5,202+13.1% | $5,982-1.6% |
| Admin fee / account holder | $5,241 | $17,074-69.3% | $13,984-62.5% | $11,246-53.4% |