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 | $50,544 | $148,534-66.0% | $135,903-62.8% | $139,434-63.8% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 17.99% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,745 | $5,243-47.6% | $4,856-43.5% | $4,751-42.2% |
| Participant deferral / active EE | $5,768 | $8,100-28.8% | $7,758-25.6% | $6,710-14.0% |
| Admin fee / account holder | $2,503 | $12,400-79.8% | $10,762-76.7% | $11,403-78.0% |