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 | $66,689 | $185,822-64.1% | $169,993-60.8% | $139,434-52.2% |
| Participation rate | 73.9% | 87.8%-13.8pp | 87.0%-13.1pp | 80.3%-6.4pp |
| Annual return | 15.23% | 60.50%-45.3pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,651 | $7,590-38.7% | $6,785-31.4% | $4,751-2.1% |
| Participant deferral / active EE | $5,694 | $11,622-51.0% | $10,408-45.3% | $6,710-15.1% |
| Admin fee / account holder | $17,487 | $15,381+13.7% | $12,815+36.5% | $11,403+53.4% |