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 | $44,615 | $148,534-70.0% | $135,903-67.2% | $139,434-68.0% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 18.05% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,745 | $5,243-47.6% | $4,856-43.5% | $4,751-42.2% |
| Participant deferral / active EE | $6,804 | $8,100-16.0% | $7,758-12.3% | $6,710+1.4% |
| Admin fee / account holder | $7,551 | $12,400-39.1% | $10,762-29.8% | $11,403-33.8% |