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 | $55,162 | $210,648-73.8% | $177,989-69.0% | $145,922-62.2% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.26% | 385.86%-374.6pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,697 | $4,565-62.8% | $3,949-57.0% | $4,660-63.6% |
| Participant deferral / active EE | $1,904 | $6,958-72.6% | $6,276-69.7% | $6,688-71.5% |
| Admin fee / account holder | $8,788 | $12,013-26.8% | $10,363-15.2% | $13,397-34.4% |