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 | $26,844 | $178,174-84.9% | $156,181-82.8% | $137,256-80.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 15.18% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,961 | $4,972-60.6% | $4,294-54.3% | $4,156-52.8% |
| Participant deferral / active EE | $6,216 | $6,888-9.8% | $6,132+1.4% | $6,407-3.0% |
| Admin fee / account holder | $51,885 | $17,404+198.1% | $14,586+255.7% | $12,270+322.9% |