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 | $56,461 | $132,634-57.4% | $115,768-51.2% | $137,256-58.9% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 27.21% | 160.70%-133.5pp | 100.46%-73.3pp | 220.34%-193.1pp |
| Employer contribution / active EE | $2,097 | $3,360-37.6% | $2,940-28.7% | $4,156-49.5% |
| Participant deferral / active EE | $3,147 | $5,619-44.0% | $4,917-36.0% | $6,407-50.9% |
| Admin fee / account holder | $3,478 | $15,028-76.9% | $12,439-72.0% | $12,270-71.7% |