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 | $84,809 | $148,534-42.9% | $135,903-37.6% | $139,434-39.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.54% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,436 | $5,243+22.7% | $4,856+32.5% | $4,751+35.5% |
| Participant deferral / active EE | $5,270 | $8,100-34.9% | $7,758-32.1% | $6,710-21.5% |
| Admin fee / account holder | $4,597 | $12,400-62.9% | $10,762-57.3% | $11,403-59.7% |