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 | $39,948 | $185,822-78.5% | $169,993-76.5% | $139,434-71.3% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 15.95% | 60.50%-44.5pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,284 | $7,590-69.9% | $6,785-66.3% | $4,751-51.9% |
| Participant deferral / active EE | $4,870 | $11,622-58.1% | $10,408-53.2% | $6,710-27.4% |
| Admin fee / account holder | $6,128 | $15,381-60.2% | $12,815-52.2% | $11,403-46.3% |