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 | $59,377 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 17.50% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,476 | $5,243-52.8% | $4,856-49.0% | $4,751-47.9% |
| Participant deferral / active EE | $6,600 | $8,100-18.5% | $7,758-14.9% | $6,710-1.6% |
| Admin fee / account holder | $57,123 | $12,400+360.7% | $10,762+430.8% | $11,403+401.0% |