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 5-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 | $64,724 | $159,934-59.5% | $147,005-56.0% | $145,959-55.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 10.20% | 98.24%-88.0pp | 418.76%-408.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,414 | $5,287-73.3% | $4,934-71.4% | $4,661-69.7% |
| Participant deferral / active EE | $7,103 | $8,427-15.7% | $8,070-12.0% | $6,689+6.2% |
| Admin fee / account holder | $1,156 | $15,053-92.3% | $13,006-91.1% | $13,398-91.4% |