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 | $51,964 | $148,534-65.0% | $135,903-61.8% | $139,434-62.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 18.19% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,428 | $5,243-72.8% | $4,856-70.6% | $4,751-69.9% |
| Participant deferral / active EE | $5,837 | $8,100-27.9% | $7,758-24.8% | $6,710-13.0% |
| Admin fee / account holder | $16,137 | $12,400+30.1% | $10,762+49.9% | $11,403+41.5% |