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 | $55,594 | $209,411-73.5% | $178,490-68.9% | $158,922-65.0% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 16.45% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,926 | $5,706-66.2% | $5,011-61.6% | $4,761-59.5% |
| Participant deferral / active EE | $4,935 | $5,954-17.1% | $5,202-5.1% | $5,982-17.5% |
| Admin fee / account holder | $1,888 | $17,074-88.9% | $13,984-86.5% | $11,246-83.2% |