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 | $55,006 | $154,117-64.3% | $129,995-57.7% | $139,434-60.6% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.0pp |
| Annual return | 16.10% | 32.48%-16.4pp | -137.18%+153.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,473 | $5,289-34.3% | $4,320-19.6% | $4,751-26.9% |
| Participant deferral / active EE | $4,854 | $6,710-27.7% | $5,820-16.6% | $6,710-27.7% |
| Admin fee / account holder | $1,375 | $14,007-90.2% | $10,614-87.0% | $11,403-87.9% |