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 | $62,348 | $198,466-68.6% | $170,442-63.4% | $147,584-57.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 9.02% | 257.29%-248.3pp | 205.93%-196.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,646 | $6,184-57.2% | $5,433-51.3% | $4,876-45.7% |
| Participant deferral / active EE | $4,602 | $5,629-18.2% | $4,939-6.8% | $5,439-15.4% |
| Admin fee / account holder | $17,877 | $16,852+6.1% | $13,880+28.8% | $10,885+64.2% |