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 | $88,262 | $217,402-59.4% | $185,823-52.5% | $167,490-47.3% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.75% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,991 | $5,873-66.1% | $5,167-61.5% | $4,837-58.8% |
| Participant deferral / active EE | $2,504 | $6,356-60.6% | $5,568-55.0% | $6,341-60.5% |
| Admin fee / account holder | $977 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |