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 | $123,929 | $198,466-37.6% | $170,442-27.3% | $147,584-16.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.00% | 257.29%-235.3pp | 205.93%-183.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,745 | $6,184-71.8% | $5,433-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $4,726 | $5,629-16.0% | $4,939-4.3% | $5,439-13.1% |
| Admin fee / account holder | $7,802 | $16,852-53.7% | $13,880-43.8% | $10,885-28.3% |