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 | $60,459 | $159,934-62.2% | $147,005-58.9% | $145,959-58.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.48% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,488 | $5,287-71.9% | $4,934-69.9% | $4,661-68.1% |
| Participant deferral / active EE | $5,950 | $8,427-29.4% | $8,070-26.3% | $6,689-11.0% |
| Admin fee / account holder | $5,646 | $15,053-62.5% | $13,006-56.6% | $13,398-57.9% |