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 | $75,985 | $159,602-52.4% | $150,045-49.4% | $142,382-46.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.15% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,694 | $4,961-65.8% | $4,693-63.9% | $4,299-60.6% |
| Participant deferral / active EE | $4,265 | $8,310-48.7% | $7,997-46.7% | $6,507-34.5% |
| Admin fee / account holder | $2,918 | $14,846-80.3% | $13,435-78.3% | $12,624-76.9% |