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 | $36,577 | $179,726-79.6% | $156,263-76.6% | $142,382-74.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 16.18% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,656 | $5,069-67.3% | $4,333-61.8% | $4,299-61.5% |
| Participant deferral / active EE | $3,301 | $6,956-52.5% | $6,158-46.4% | $6,507-49.3% |
| Admin fee / account holder | $2,105 | $17,272-87.8% | $14,255-85.2% | $12,624-83.3% |