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 | $17,148 | $177,572-90.3% | $154,803-88.9% | $142,382-88.0% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 12.87% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,002 | $4,810-79.2% | $4,305-76.7% | $4,299-76.7% |
| Participant deferral / active EE | $2,085 | $6,272-66.7% | $5,540-62.4% | $6,507-68.0% |
| Admin fee / account holder | $1,665 | $16,786-90.1% | $14,329-88.4% | $12,624-86.8% |