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 | $86,568 | $154,117-43.8% | $129,995-33.4% | $139,434-37.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.33% | 32.48%-18.1pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,529 | $5,289-71.1% | $4,320-64.6% | $4,751-67.8% |
| Participant deferral / active EE | $9,959 | $6,710+48.4% | $5,820+71.1% | $6,710+48.4% |
| Admin fee / account holder | $2,452 | $14,007-82.5% | $10,614-76.9% | $11,403-78.5% |