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 | $60,651 | $124,281-51.2% | $109,143-44.4% | $167,490-63.8% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 13.85% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $5,263 | $4,207+25.1% | $3,722+41.4% | $4,837+8.8% |
| Participant deferral / active EE | $6,517 | $5,255+24.0% | $4,653+40.1% | $6,341+2.8% |
| Admin fee / account holder | $3,793 | $7,970-52.4% | $6,752-43.8% | $12,309-69.2% |