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 | $62,239 | $124,319-49.9% | $111,297-44.1% | $167,490-62.8% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 9.79% | 37.44%-27.6pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,028 | $3,435-41.0% | $2,731-25.7% | $4,837-58.1% |
| Participant deferral / active EE | $3,235 | $5,180-37.6% | $4,487-27.9% | $6,341-49.0% |
| Admin fee / account holder | $1,300 | $10,618-87.8% | $7,964-83.7% | $12,309-89.4% |