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 | $80,075 | $166,020-51.8% | $164,866-51.4% | $145,959-45.1% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.6%+4.0pp | 80.3%+2.3pp |
| Annual return | 17.54% | 100.08%-82.5pp | 69.97%-52.4pp | 561.95%-544.4pp |
| Employer contribution / active EE | $1,413 | $5,275-73.2% | $4,343-67.5% | $4,661-69.7% |
| Participant deferral / active EE | $5,332 | $6,961-23.4% | $6,033-11.6% | $6,689-20.3% |
| Admin fee / account holder | $16,972 | $16,644+2.0% | $12,689+33.7% | $13,398+26.7% |