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 | $61,749 | $159,602-61.3% | $150,045-58.8% | $142,382-56.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,703 | $4,961-65.7% | $4,693-63.7% | $4,299-60.4% |
| Participant deferral / active EE | $4,635 | $8,310-44.2% | $7,997-42.0% | $6,507-28.8% |
| Admin fee / account holder | $22,346 | $14,846+50.5% | $13,435+66.3% | $12,624+77.0% |