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 | $48,475 | $198,466-75.6% | $170,442-71.6% | $147,584-67.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 20.12% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,316 | $6,184-62.5% | $5,433-57.4% | $4,876-52.5% |
| Participant deferral / active EE | $5,586 | $5,629-0.8% | $4,939+13.1% | $5,439+2.7% |
| Admin fee / account holder | $670 | $16,852-96.0% | $13,880-95.2% | $10,885-93.8% |