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 | $61,935 | $166,020-62.7% | $164,866-62.4% | $145,959-57.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.90% | 100.08%-91.2pp | 69.97%-61.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $2,337 | $5,275-55.7% | $4,343-46.2% | $4,661-49.9% |
| Participant deferral / active EE | $13,396 | $6,961+92.4% | $6,033+122.0% | $6,689+100.3% |
| Admin fee / account holder | $52,493 | $16,644+215.4% | $12,689+313.7% | $13,398+291.8% |