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 | $214,378-71.4% | $200,582-69.5% | $142,382-57.0% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 17.30% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,667 | $6,841-31.8% | $6,419-27.3% | $4,299+8.5% |
| Participant deferral / active EE | $4,321 | $9,865-56.2% | $9,331-53.7% | $6,507-33.6% |
| Admin fee / account holder | $1,620 | $17,692-90.8% | $16,305-90.1% | $12,624-87.2% |