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 | $55,698 | $104,251-46.6% | $91,001-38.8% | $147,584-62.3% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 22.13% | 27.06%-4.9pp | 4.60%+17.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,980 | $3,116-36.4% | $2,456-19.4% | $4,876-59.4% |
| Participant deferral / active EE | $6,219 | $4,195+48.2% | $3,547+75.3% | $5,439+14.3% |
| Admin fee / account holder | $343 | $8,948-96.2% | $5,417-93.7% | $10,885-96.9% |