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 | $61,219 | $209,336-70.8% | $197,124-68.9% | $137,256-55.4% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 17.30% | 48.09%-30.8pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,667 | $6,591-29.2% | $6,227-25.1% | $4,156+12.3% |
| Participant deferral / active EE | $4,321 | $9,614-55.1% | $9,135-52.7% | $6,407-32.6% |
| Admin fee / account holder | $1,620 | $17,308-90.6% | $16,298-90.1% | $12,270-86.8% |