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 | $57,122 | $185,822-69.3% | $169,993-66.4% | $139,434-59.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 13.80% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,558 | $7,590-66.3% | $6,785-62.3% | $4,751-46.2% |
| Participant deferral / active EE | $3,139 | $11,622-73.0% | $10,408-69.8% | $6,710-53.2% |
| Admin fee / account holder | $72,648 | $15,381+372.3% | $12,815+466.9% | $11,403+537.1% |