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 | $119,652 | $214,378-44.2% | $200,582-40.3% | $142,382-16.0% |
| Participation rate | 73.7% | 87.4%-13.8pp | 86.9%-13.2pp | 80.1%-6.4pp |
| Annual return | 16.00% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,392 | $6,841-65.0% | $6,419-62.7% | $4,299-44.4% |
| Participant deferral / active EE | $9,752 | $9,865-1.1% | $9,331+4.5% | $6,507+49.9% |
| Admin fee / account holder | $2,368 | $17,692-86.6% | $16,305-85.5% | $12,624-81.2% |