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 | $67,362 | $148,534-54.6% | $135,903-50.4% | $139,434-51.7% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 15.16% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,597 | $5,243-50.5% | $4,856-46.5% | $4,751-45.3% |
| Participant deferral / active EE | $3,320 | $8,100-59.0% | $7,758-57.2% | $6,710-50.5% |
| Admin fee / account holder | $15,308 | $12,400+23.5% | $10,762+42.2% | $11,403+34.2% |