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 | $50,447 | $148,534-66.0% | $135,903-62.9% | $139,434-63.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.16% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,256 | $5,243-57.0% | $4,856-53.5% | $4,751-52.5% |
| Participant deferral / active EE | $6,551 | $8,100-19.1% | $7,758-15.6% | $6,710-2.4% |
| Admin fee / account holder | $1,174 | $12,400-90.5% | $10,762-89.1% | $11,403-89.7% |