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 | $56,684 | $165,984-65.8% | $164,813-65.6% | $145,922-61.2% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 14.15% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,984 | $5,273-62.4% | $4,341-54.3% | $4,660-57.4% |
| Participant deferral / active EE | $4,994 | $6,959-28.2% | $6,031-17.2% | $6,688-25.3% |
| Admin fee / account holder | $585 | $16,648-96.5% | $12,690-95.4% | $13,397-95.6% |