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 | $67,585 | $154,117-56.1% | $129,995-48.0% | $139,434-51.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 15.16% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,166 | $5,289-40.1% | $4,320-26.7% | $4,751-33.4% |
| Participant deferral / active EE | $6,387 | $6,710-4.8% | $5,820+9.7% | $6,710-4.8% |
| Admin fee / account holder | $18,415 | $14,007+31.5% | $10,614+73.5% | $11,403+61.5% |