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 | $28,074 | $148,534-81.1% | $135,903-79.3% | $139,434-79.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 13.11% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,850 | $5,243-64.7% | $4,856-61.9% | $4,751-61.1% |
| Participant deferral / active EE | $3,687 | $8,100-54.5% | $7,758-52.5% | $6,710-45.1% |
| Admin fee / account holder | $2,887 | $12,400-76.7% | $10,762-73.2% | $11,403-74.7% |