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 | $41,676 | $112,096-62.8% | $95,952-56.6% | $158,922-73.8% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 15.08% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,149 | $3,198-1.5% | $2,541+23.9% | $4,761-33.9% |
| Participant deferral / active EE | $6,209 | $4,784+29.8% | $4,167+49.0% | $5,982+3.8% |
| Admin fee / account holder | $1,496 | $10,130-85.2% | $6,795-78.0% | $11,246-86.7% |