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 | $51,483 | $148,534-65.3% | $135,903-62.1% | $139,434-63.1% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 18.27% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,068 | $5,243-41.5% | $4,856-36.8% | $4,751-35.4% |
| Participant deferral / active EE | $6,677 | $8,100-17.6% | $7,758-13.9% | $6,710-0.5% |
| Admin fee / account holder | $4,870 | $12,400-60.7% | $10,762-54.7% | $11,403-57.3% |