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 | $89,947 | $148,534-39.4% | $135,903-33.8% | $139,434-35.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 13.09% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,985 | $5,243-62.1% | $4,856-59.1% | $4,751-58.2% |
| Participant deferral / active EE | $5,977 | $8,100-26.2% | $7,758-23.0% | $6,710-10.9% |
| Admin fee / account holder | $20,887 | $12,400+68.4% | $10,762+94.1% | $11,403+83.2% |