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 | $83,430 | $217,402-61.6% | $185,823-55.1% | $167,490-50.2% |
| Participation rate | 73.9% | 86.0%-12.1pp | 81.7%-7.8pp | 82.1%-8.2pp |
| Annual return | 14.74% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,010 | $5,873-65.8% | $5,167-61.1% | $4,837-58.5% |
| Participant deferral / active EE | $4,508 | $6,356-29.1% | $5,568-19.0% | $6,341-28.9% |
| Admin fee / account holder | $3,012 | $19,811-84.8% | $16,237-81.5% | $12,309-75.5% |