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 | $81,259 | $176,812-54.0% | $146,665-44.6% | $167,490-51.5% |
| Participation rate | 95.2% | 83.6%+11.6pp | 80.1%+15.2pp | 82.1%+13.1pp |
| Annual return | 18.17% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $3,126 | $5,160-39.4% | $4,136-24.4% | $4,837-35.4% |
| Participant deferral / active EE | $5,140 | $6,440-20.2% | $5,506-6.6% | $6,341-18.9% |
| Admin fee / account holder | $8,723 | $13,259-34.2% | $10,280-15.1% | $12,309-29.1% |