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 | $57,209 | $105,859-46.0% | $90,160-36.5% | $147,584-61.2% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.5pp | 82.8%-9.5pp |
| Annual return | 20.38% | 37.63%-17.2pp | 34.88%-14.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,618 | $4,126-36.5% | $3,318-21.1% | $4,876-46.3% |
| Participant deferral / active EE | $5,192 | $5,733-9.4% | $5,288-1.8% | $5,439-4.5% |
| Admin fee / account holder | $1,372 | $8,046-82.9% | $5,943-76.9% | $10,885-87.4% |