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 | $56,971 | $185,822-69.3% | $169,993-66.5% | $139,434-59.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 12.93% | 60.50%-47.6pp | 53.37%-40.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,210 | $7,590-57.7% | $6,785-52.7% | $4,751-32.4% |
| Participant deferral / active EE | $5,103 | $11,622-56.1% | $10,408-51.0% | $6,710-24.0% |
| Admin fee / account holder | $32,702 | $15,381+112.6% | $12,815+155.2% | $11,403+186.8% |