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 | $100,634 | $185,822-45.8% | $169,993-40.8% | $139,434-27.8% |
| Participation rate | 73.7% | 87.8%-14.1pp | 87.0%-13.3pp | 80.3%-6.6pp |
| Annual return | 18.70% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,548 | $7,590-79.6% | $6,785-77.2% | $4,751-67.4% |
| Participant deferral / active EE | $4,422 | $11,622-62.0% | $10,408-57.5% | $6,710-34.1% |
| Admin fee / account holder | $429 | $15,381-97.2% | $12,815-96.7% | $11,403-96.2% |