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 | $54,122 | $124,319-56.5% | $111,297-51.4% | $167,490-67.7% |
| Participation rate | 73.3% | 79.6%-6.3pp | 77.3%-4.0pp | 82.1%-8.8pp |
| Annual return | 21.29% | 37.44%-16.1pp | 54.65%-33.4pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,363 | $3,435-60.3% | $2,731-50.1% | $4,837-71.8% |
| Participant deferral / active EE | $2,736 | $5,180-47.2% | $4,487-39.0% | $6,341-56.8% |
| Admin fee / account holder | $2,929 | $10,618-72.4% | $7,964-63.2% | $12,309-76.2% |