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 | $111,462 | $217,402-48.7% | $185,823-40.0% | $167,490-33.5% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 17.58% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,398 | $5,873-76.2% | $5,167-72.9% | $4,837-71.1% |
| Participant deferral / active EE | $8,487 | $6,356+33.5% | $5,568+52.4% | $6,341+33.8% |
| Admin fee / account holder | $898 | $19,811-95.5% | $16,237-94.5% | $12,309-92.7% |