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 | $25,525 | $148,534-82.8% | $135,903-81.2% | $139,434-81.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.45% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,414 | $5,243-73.0% | $4,856-70.9% | $4,751-70.2% |
| Participant deferral / active EE | $6,457 | $8,100-20.3% | $7,758-16.8% | $6,710-3.8% |
| Admin fee / account holder | $1,655 | $12,400-86.7% | $10,762-84.6% | $11,403-85.5% |