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 | $80,555 | $148,534-45.8% | $135,903-40.7% | $139,434-42.2% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 16.07% | 79.19%-63.1pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,245 | $5,243-38.1% | $4,856-33.2% | $4,751-31.7% |
| Participant deferral / active EE | $6,259 | $8,100-22.7% | $7,758-19.3% | $6,710-6.7% |
| Admin fee / account holder | $7,898 | $12,400-36.3% | $10,762-26.6% | $11,403-30.7% |