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 5-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 | $55,408 | $148,534-62.7% | $135,903-59.2% | $139,434-60.3% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 14.78% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,312 | $5,243-55.9% | $4,856-52.4% | $4,751-51.3% |
| Participant deferral / active EE | $5,098 | $8,100-37.1% | $7,758-34.3% | $6,710-24.0% |
| Admin fee / account holder | $8,102 | $12,400-34.7% | $10,762-24.7% | $11,403-28.9% |