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 | $57,078 | $148,534-61.6% | $135,903-58.0% | $139,434-59.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.35% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,344 | $5,243-74.4% | $4,856-72.3% | $4,751-71.7% |
| Participant deferral / active EE | $4,291 | $8,100-47.0% | $7,758-44.7% | $6,710-36.0% |
| Admin fee / account holder | $3,522 | $12,400-71.6% | $10,762-67.3% | $11,403-69.1% |