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 | $129,935 | $185,822-30.1% | $169,993-23.6% | $139,434-6.8% |
| Participation rate | 70.6% | 87.8%-17.2pp | 87.0%-16.4pp | 80.3%-9.7pp |
| Annual return | 14.54% | 60.50%-46.0pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,523 | $7,590-66.8% | $6,785-62.8% | $4,751-46.9% |
| Participant deferral / active EE | $6,122 | $11,622-47.3% | $10,408-41.2% | $6,710-8.8% |
| Admin fee / account holder | $6,983 | $15,381-54.6% | $12,815-45.5% | $11,403-38.8% |