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 | $124,421 | $217,402-42.8% | $185,823-33.0% | $167,490-25.7% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 20.29% | 148.36%-128.1pp | 122.05%-101.8pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,737 | $5,873-70.4% | $5,167-66.4% | $4,837-64.1% |
| Participant deferral / active EE | $5,257 | $6,356-17.3% | $5,568-5.6% | $6,341-17.1% |
| Admin fee / account holder | $1,099 | $19,811-94.5% | $16,237-93.2% | $12,309-91.1% |