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 | $69,757 | $209,832-66.8% | $189,513-63.2% | $167,490-58.4% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 14.48% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,602 | $6,914-76.8% | $6,162-74.0% | $4,837-66.9% |
| Participant deferral / active EE | $3,427 | $8,935-61.6% | $8,221-58.3% | $6,341-46.0% |
| Admin fee / account holder | $2,347 | $14,293-83.6% | $12,045-80.5% | $12,309-80.9% |