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 | $53,880 | $183,963-70.7% | $162,163-66.8% | $152,861-64.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 18.21% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,413 | $6,371-62.1% | $5,614-57.0% | $4,762-49.3% |
| Participant deferral / active EE | $3,559 | $8,034-55.7% | $7,298-51.2% | $5,850-39.2% |
| Admin fee / account holder | $1,688 | $13,121-87.1% | $10,843-84.4% | $11,596-85.4% |