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 | $64,187 | $148,534-56.8% | $135,903-52.8% | $139,434-54.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.38% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,508 | $5,243-33.1% | $4,856-27.8% | $4,751-26.2% |
| Participant deferral / active EE | $5,894 | $8,100-27.2% | $7,758-24.0% | $6,710-12.2% |
| Admin fee / account holder | $3,823 | $12,400-69.2% | $10,762-64.5% | $11,403-66.5% |