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 | $67,948 | $148,534-54.3% | $135,903-50.0% | $139,434-51.3% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 17.56% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,597 | $5,243-69.5% | $4,856-67.1% | $4,751-66.4% |
| Participant deferral / active EE | $2,569 | $8,100-68.3% | $7,758-66.9% | $6,710-61.7% |
| Admin fee / account holder | $9,641 | $12,400-22.2% | $10,762-10.4% | $11,403-15.4% |