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 | $68,118 | $159,602-57.3% | $150,045-54.6% | $142,382-52.2% |
| Participation rate | 70.8% | 84.0%-13.1pp | 82.3%-11.5pp | 80.1%-9.3pp |
| Annual return | 20.19% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,781 | $4,961-43.9% | $4,693-40.8% | $4,299-35.3% |
| Participant deferral / active EE | $5,243 | $8,310-36.9% | $7,997-34.4% | $6,507-19.4% |
| Admin fee / account holder | $2,535 | $14,846-82.9% | $13,435-81.1% | $12,624-79.9% |