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 | $55,680 | $227,553-75.5% | $189,557-70.6% | $167,490-66.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 13.36% | 78.40%-65.0pp | 64.17%-50.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,278 | $5,316-38.4% | $4,412-25.7% | $4,837-32.2% |
| Participant deferral / active EE | $6,200 | $7,002-11.5% | $6,174+0.4% | $6,341-2.2% |
| Admin fee / account holder | $4,315 | $11,878-63.7% | $9,807-56.0% | $12,309-64.9% |