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 5-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 | $60,577 | $175,202-65.4% | $149,673-59.5% | $139,434-56.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 20.92% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,258 | $5,474-77.0% | $4,818-73.9% | $4,751-73.5% |
| Participant deferral / active EE | $5,864 | $6,519-10.0% | $5,680+3.2% | $6,710-12.6% |
| Admin fee / account holder | $5,883 | $16,150-63.6% | $13,210-55.5% | $11,403-48.4% |