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 | $58,970 | $175,202-66.3% | $149,673-60.6% | $139,434-57.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.72% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,988 | $5,474-63.7% | $4,818-58.7% | $4,751-58.2% |
| Participant deferral / active EE | $4,988 | $6,519-23.5% | $5,680-12.2% | $6,710-25.7% |
| Admin fee / account holder | $4,261 | $16,150-73.6% | $13,210-67.7% | $11,403-62.6% |