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 | $67,987 | $198,466-65.7% | $170,442-60.1% | $147,584-53.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.40% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,479 | $6,184-59.9% | $5,433-54.4% | $4,876-49.2% |
| Participant deferral / active EE | $5,278 | $5,629-6.2% | $4,939+6.9% | $5,439-3.0% |
| Admin fee / account holder | $5,336 | $16,852-68.3% | $13,880-61.6% | $10,885-51.0% |