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 | $62,250 | $226,064-72.5% | $182,532-65.9% | $152,861-59.3% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 21.50% | 192.51%-171.0pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,757 | $4,978-64.7% | $4,076-56.9% | $4,762-63.1% |
| Participant deferral / active EE | $2,307 | $6,368-63.8% | $5,524-58.2% | $5,850-60.6% |
| Admin fee / account holder | $4,354 | $10,703-59.3% | $8,592-49.3% | $11,596-62.5% |