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 | $74,093 | $217,402-65.9% | $185,823-60.1% | $167,490-55.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.06% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,836 | $5,873-68.7% | $5,167-64.5% | $4,837-62.1% |
| Participant deferral / active EE | $4,558 | $6,356-28.3% | $5,568-18.1% | $6,341-28.1% |
| Admin fee / account holder | $6,285 | $19,811-68.3% | $16,237-61.3% | $12,309-48.9% |