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 | $67,761 | $175,202-61.3% | $149,673-54.7% | $139,434-51.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 15.45% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,440 | $5,474-73.7% | $4,818-70.1% | $4,751-69.7% |
| Participant deferral / active EE | $1,902 | $6,519-70.8% | $5,680-66.5% | $6,710-71.7% |
| Admin fee / account holder | $1,442 | $16,150-91.1% | $13,210-89.1% | $11,403-87.4% |