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 | $59,290 | $159,901-62.9% | $146,958-59.7% | $145,922-59.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.39% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,385 | $5,286-54.9% | $4,933-51.7% | $4,660-48.8% |
| Participant deferral / active EE | $4,794 | $8,428-43.1% | $8,070-40.6% | $6,688-28.3% |
| Admin fee / account holder | $4,736 | $15,044-68.5% | $12,998-63.6% | $13,397-64.6% |