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 | $73,004 | $159,901-54.3% | $146,958-50.3% | $145,922-50.0% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 12.78% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,031 | $5,286-61.6% | $4,933-58.8% | $4,660-56.4% |
| Participant deferral / active EE | $6,395 | $8,428-24.1% | $8,070-20.7% | $6,688-4.4% |
| Admin fee / account holder | $1,312 | $15,044-91.3% | $12,998-89.9% | $13,397-90.2% |