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 | $158,923 | $98,750+60.9% | $149,696+6.2% | $79,858+99.0% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 16.50% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $600 | $3,216-81.4% | $4,644-87.1% | $2,471-75.7% |
| Participant deferral / active EE | $5,141 | $5,680-9.5% | $6,842-24.9% | $3,740+37.4% |
| Admin fee / account holder | $2,447 | $6,053-59.6% | $9,309-73.7% | $5,306-53.9% |