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 | $88,520 | $148,534-40.4% | $135,903-34.9% | $139,434-36.5% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 19.16% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,278 | $5,243-75.6% | $4,856-73.7% | $4,751-73.1% |
| Participant deferral / active EE | $5,605 | $8,100-30.8% | $7,758-27.7% | $6,710-16.5% |
| Admin fee / account holder | $5,255 | $12,400-57.6% | $10,762-51.2% | $11,403-53.9% |