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 | $64,513 | $183,592-64.9% | $155,567-58.5% | $145,959-55.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.30% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,295 | $5,315-56.8% | $4,674-50.9% | $4,661-50.8% |
| Participant deferral / active EE | $4,549 | $6,464-29.6% | $5,628-19.2% | $6,689-32.0% |
| Admin fee / account holder | $1,168 | $19,318-94.0% | $15,916-92.7% | $13,398-91.3% |