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 | $63,103 | $217,402-71.0% | $185,823-66.0% | $167,490-62.3% |
| Participation rate | 78.9% | 86.0%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 14.23% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,328 | $5,873-60.4% | $5,167-54.9% | $4,837-51.9% |
| Participant deferral / active EE | $4,861 | $6,356-23.5% | $5,568-12.7% | $6,341-23.3% |
| Admin fee / account holder | $18,451 | $19,811-6.9% | $16,237+13.6% | $12,309+49.9% |