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 | $124,974 | $209,411-40.3% | $178,490-30.0% | $158,922-21.4% |
| Participation rate | 72.2% | 86.3%-14.1pp | 81.9%-9.7pp | 82.0%-9.7pp |
| Annual return | 14.07% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,046 | $5,706-46.6% | $5,011-39.2% | $4,761-36.0% |
| Participant deferral / active EE | $5,913 | $5,954-0.7% | $5,202+13.7% | $5,982-1.1% |
| Admin fee / account holder | $3,830 | $17,074-77.6% | $13,984-72.6% | $11,246-65.9% |