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 | $66,294 | $144,119-54.0% | $117,854-43.7% | $147,584-55.1% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 9.45% | 531.15%-521.7pp | 335.08%-325.6pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,799 | $4,896-63.3% | $3,786-52.5% | $4,876-63.1% |
| Participant deferral / active EE | $3,491 | $5,316-34.3% | $4,482-22.1% | $5,439-35.8% |
| Admin fee / account holder | $3,976 | $10,886-63.5% | $8,020-50.4% | $10,885-63.5% |