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 | $52,273 | $148,534-64.8% | $135,903-61.5% | $139,434-62.5% |
| Participation rate | 73.9% | 83.9%-9.9pp | 81.9%-8.0pp | 80.3%-6.4pp |
| Annual return | 19.05% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,774 | $5,243-47.1% | $4,856-42.9% | $4,751-41.6% |
| Participant deferral / active EE | $3,470 | $8,100-57.2% | $7,758-55.3% | $6,710-48.3% |
| Admin fee / account holder | $7,240 | $12,400-41.6% | $10,762-32.7% | $11,403-36.5% |