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 | $75,450 | $209,411-64.0% | $178,490-57.7% | $158,922-52.5% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 18.78% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,742 | $5,706-51.9% | $5,011-45.3% | $4,761-42.4% |
| Participant deferral / active EE | $9,141 | $5,954+53.5% | $5,202+75.7% | $5,982+52.8% |
| Admin fee / account holder | $710 | $17,074-95.8% | $13,984-94.9% | $11,246-93.7% |