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 | $64,722 | $217,402-70.2% | $185,823-65.2% | $167,490-61.4% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 13.56% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,214 | $5,873-62.3% | $5,167-57.2% | $4,837-54.2% |
| Participant deferral / active EE | $5,169 | $6,356-18.7% | $5,568-7.2% | $6,341-18.5% |
| Admin fee / account holder | $7,725 | $19,811-61.0% | $16,237-52.4% | $12,309-37.2% |