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 | $38,197 | $105,126-63.7% | $94,646-59.6% | $139,434-72.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 25.75% | 38.03%-12.3pp | 156.71%-131.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,476 | $4,106-39.7% | $3,672-32.6% | $4,751-47.9% |
| Participant deferral / active EE | $6,871 | $7,599-9.6% | $7,418-7.4% | $6,710+2.4% |
| Admin fee / account holder | $3,056 | $8,984-66.0% | $7,231-57.7% | $11,403-73.2% |