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 | $60,707 | $178,174-65.9% | $156,181-61.1% | $137,256-55.8% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 23.48% | 84.19%-60.7pp | 64.87%-41.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $4,862 | $4,972-2.2% | $4,294+13.2% | $4,156+17.0% |
| Participant deferral / active EE | $4,854 | $6,888-29.5% | $6,132-20.8% | $6,407-24.2% |
| Admin fee / account holder | $1,158 | $17,404-93.3% | $14,586-92.1% | $12,270-90.6% |