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 | $78,451 | $185,822-57.8% | $169,993-53.9% | $139,434-43.7% |
| Participation rate | 70.6% | 87.8%-17.2pp | 87.0%-16.4pp | 80.3%-9.7pp |
| Annual return | 15.37% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,942 | $7,590-74.4% | $6,785-71.4% | $4,751-59.1% |
| Participant deferral / active EE | $3,604 | $11,622-69.0% | $10,408-65.4% | $6,710-46.3% |
| Admin fee / account holder | $3,843 | $15,381-75.0% | $12,815-70.0% | $11,403-66.3% |