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 | $39,917 | $183,519-78.2% | $155,509-74.3% | $145,922-72.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 9.85% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,746 | $5,313-29.5% | $4,672-19.8% | $4,660-19.6% |
| Participant deferral / active EE | $3,524 | $6,462-45.5% | $5,626-37.4% | $6,688-47.3% |
| Admin fee / account holder | $14,244 | $19,313-26.2% | $15,912-10.5% | $13,397+6.3% |