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 | $68,991 | $105,998-34.9% | $92,233-25.2% | $147,584-53.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 19.97% | 50.05%-30.1pp | 176.28%-156.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,185 | $4,333-72.7% | $3,679-67.8% | $4,876-75.7% |
| Participant deferral / active EE | $3,105 | $4,478-30.7% | $3,897-20.3% | $5,439-42.9% |
| Admin fee / account holder | $6,405 | $6,332+1.1% | $5,194+23.3% | $10,885-41.2% |