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 | $67,814 | $185,822-63.5% | $169,993-60.1% | $139,434-51.4% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.0pp |
| Annual return | 18.57% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,138 | $7,590-58.7% | $6,785-53.7% | $4,751-33.9% |
| Participant deferral / active EE | $4,677 | $11,622-59.8% | $10,408-55.1% | $6,710-30.3% |
| Admin fee / account holder | $547 | $15,381-96.4% | $12,815-95.7% | $11,403-95.2% |