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 | $65,811 | $114,381-42.5% | $107,525-38.8% | $142,382-53.8% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 19.71% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,793 | $4,015-30.4% | $3,754-25.6% | $4,299-35.0% |
| Participant deferral / active EE | $3,883 | $5,564-30.2% | $5,116-24.1% | $6,507-40.3% |
| Admin fee / account holder | $1,811 | $9,860-81.6% | $8,919-79.7% | $12,624-85.7% |