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 | $69,972 | $185,822-62.3% | $169,993-58.8% | $139,434-49.8% |
| Participation rate | 76.2% | 87.8%-11.6pp | 87.0%-10.8pp | 80.3%-4.1pp |
| Annual return | 13.60% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,537 | $7,590-66.6% | $6,785-62.6% | $4,751-46.6% |
| Participant deferral / active EE | $7,975 | $11,622-31.4% | $10,408-23.4% | $6,710+18.8% |
| Admin fee / account holder | $2,039 | $15,381-86.7% | $12,815-84.1% | $11,403-82.1% |