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 | $125,561 | $169,161-25.8% | $129,295-2.9% | $145,959-14.0% |
| Participation rate | 76.5% | 76.5%0pp | 69.6%+6.8pp | 80.3%-3.8pp |
| Annual return | 18.87% | 14348.07%-14329.2pp | 9429.28%-9410.4pp | 561.95%-543.1pp |
| Employer contribution / active EE | $721 | $5,543-87.0% | $4,157-82.6% | $4,661-84.5% |
| Participant deferral / active EE | $1,915 | $4,989-61.6% | $4,169-54.1% | $6,689-71.4% |
| Admin fee / account holder | $1,346 | $9,878-86.4% | $7,665-82.4% | $13,398-90.0% |