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 | $57,212 | $148,534-61.5% | $135,903-57.9% | $139,434-59.0% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 16.64% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,828 | $5,243-65.1% | $4,856-62.4% | $4,751-61.5% |
| Participant deferral / active EE | $3,415 | $8,100-57.8% | $7,758-56.0% | $6,710-49.1% |
| Admin fee / account holder | $1,937 | $12,400-84.4% | $10,762-82.0% | $11,403-83.0% |