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 | $57,009 | $185,822-69.3% | $169,993-66.5% | $139,434-59.1% |
| Participation rate | 82.6% | 87.8%-5.1pp | 87.0%-4.4pp | 80.3%+2.3pp |
| Annual return | 13.17% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,963 | $7,590-74.1% | $6,785-71.1% | $4,751-58.7% |
| Participant deferral / active EE | $4,437 | $11,622-61.8% | $10,408-57.4% | $6,710-33.9% |
| Admin fee / account holder | $3,667 | $15,381-76.2% | $12,815-71.4% | $11,403-67.8% |