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 | $71,088 | $176,056-59.6% | $159,436-55.4% | $167,490-57.6% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 15.62% | 331.75%-316.1pp | 263.57%-248.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,496 | $5,297-71.8% | $4,829-69.0% | $4,837-69.1% |
| Participant deferral / active EE | $3,896 | $7,750-49.7% | $7,352-47.0% | $6,341-38.6% |
| Admin fee / account holder | $385 | $12,554-96.9% | $10,799-96.4% | $12,309-96.9% |