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 | $52,280 | $98,240-46.8% | $82,313-36.5% | $147,584-64.6% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 17.60% | 30.85%-13.3pp | 25.88%-8.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $788 | $3,192-75.3% | $2,428-67.5% | $4,876-83.8% |
| Participant deferral / active EE | $2,328 | $4,383-46.9% | $3,706-37.2% | $5,439-57.2% |
| Admin fee / account holder | $2,235 | $8,563-73.9% | $5,608-60.2% | $10,885-79.5% |