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 | $77,319 | $100,970-23.4% | $96,576-19.9% | $137,256-43.7% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 15.30% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,707 | $3,809-55.2% | $3,553-52.0% | $4,156-58.9% |
| Participant deferral / active EE | $5,697 | $8,286-31.2% | $7,956-28.4% | $6,407-11.1% |
| Admin fee / account holder | $6,646 | $11,312-41.2% | $11,381-41.6% | $12,270-45.8% |