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 | $64,336 | $209,411-69.3% | $178,490-64.0% | $158,922-59.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 25.20% | 188.75%-163.6pp | 151.07%-125.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,786 | $5,706-68.7% | $5,011-64.3% | $4,761-62.5% |
| Participant deferral / active EE | $4,664 | $5,954-21.7% | $5,202-10.3% | $5,982-22.0% |
| Admin fee / account holder | $437 | $17,074-97.4% | $13,984-96.9% | $11,246-96.1% |